High Net Worth

By 2045, millennials and Gen X are projected to control 80% of all private wealth.

Philanthropy expert Jonathan Tidd addresses some key questions for advisors.

Despite its advantages, portability isn’t always recommended.

Five red flags for practitioners to look out for.

Some tips to help prevent your clients from ending up like HBO's Roys.

How to give agents value for their cash.

Julius Baer’s Lifestyle Index ranks the world’s 25 most expensive cities by analyzing residential property, cars, business class flights, business school, degustation dinners and other luxuries.

U.S. Court of Appeals grants summary judgment to IRS.

If not, that’s on you.