Origin Investments isn’t bound by strict boundaries and is eyeing expansion into other U.S. markets.

A recent Merrill Lynch study finds women have to work harder than men.

In the rarefied world of wealth management, Xapo is known for a client list studded with family offices.

A new landscape under the Tax Cuts and Jobs Act.

Recent tax law changes make for a particularly interesting time to explore PPLI.

These three case studies illustrate unique potential opportunities.

Making gifts of low basis assets to the older generation may offer tax savings.

Chris Hughes thinks $290 billion a year is a small price to pay for equality.

A Houston financial advisor is accused of defrauding Robert Meachem, moving can boost financial freedom and Raymond James named Jodi Perry to national director position.

For stricken UHNW clients, Cancer Panels may offer answers.