High Net Worth

Three impactful conditions and how the industry is responding.

Recognizing new opportunities helped Quincy Jones succeed over seven decades in the music and entertainment industry. Now, he’s helping an indexing firm navigate the industry’s innovations, and raising awareness that investing in the space is...

Guidelines to help your clients move to a no-income tax state.

Discuss these with your clients who are considering charitable gifts.

The lauded tax benefits may be harder to come by than they initially appeared.

The House and Senate’s proposals have ripple effects through many aspects of wealth planning.

FINRA releases its first Report on Examination Findings, financial advisor income on the rise and art collectors don’t work with art advisors.

Art has no rules, but the valuing of it for tax purposes has plenty of them.

The estate tax, as currently constructed, is already effectively voluntary.

House Republicans protest the Senate’s FIFO provision, ESG-friendly companies beat the S&P and Morgan Stanley inks endorsement deal with Justin Rose.