High Net Worth

How to name your investment advisory firm, Portugal the top spot for clients looking to retire overseas, and the SEC still sees cybersecurity weaknesses in advisory firms.

Pittsburgh financial advisor ordered to pay fine for fleecing pro athletes, index funds are blamed for something else now. and the wealthy still use travel agents.

The biggest beneficiaries of college admissions practices are wealthy students of any background.

Preparing for the Trump administration's changes to the tax code can help you better serve your clients.

Tax-planning issues to consider when advising immigrant clients.

The IRS just opened up a new opportunity for late portability.

The above-the-fold headlines touting, “Consumers are making better choices,” have yet to be published.

The Wharton School of Business offers a class for high-net-worth investors, TrueValue Labs creates artificial intelligence for ESG ratings, and peer-to-peer learning network TIGER 21 announces its first St. Louis group.

Former SEC Chair Harold Williams has died, Brighthouse Financial complete spin-off from MetLife, and age matters when talking to clients.

Increasing longevity means clients are looking for income. After years of strong growth, marketplace lending may be the place to find it.