Individual Wealth

Periodic restatements keep plan documents current.

This policy needs to be evaluated from multiple facets, instead of treating it like a simple line-item budgetary issue.

We may fall, but loyalty built from a genuine appreciation of what we have to offer can build us up when we need it most.

Real estate funds that used to exclusively target institutions are increasingly trying to appeal to retail investors.

Gates Foundation announces backup plan in case Bill and Melinda can’t get along.

On the Alternatives Exchange, HNW investors and advisors will be able to browse, purchase and sell private investments such as real estate, hedge funds and private equity.

The IRS means business.

The unit of Boston-based asset manager Fidelity Investments Inc. plans to add about 100 workers in technology and operations in Dublin, Boston and Salt Lake City.