High Net Worth

Daughter of renowned art collector Hubert Neumann claims he fraudulently interfered with a trust.

Seniors over the age of 70½ who have IRAs have a great opportunity to leverage tax savings from their philanthropy.

Avoiding falling afoul of Section 674.

Would it be tax deductible?

The Generations Project reveals differences in perspectives between advisors and their HNW clients, Swell launches socially responsible impact investing and advisors want more independence.

Jeff Bezos to announce his philanthropic intentions this summer, a New York advisor is accused of stealing $5 million from elderly clients and the SEC clarifies its cryptocurrency stance.

Where do the greatest opportunities for advisors lie?

FINRA is overhauling its registration and disclosure programs, advisors aren’t worried about market volatility and how to talk to clients about betting on the World Cup.