High Net Worth

Firms that don’t embrace technological solutions to track, analyze and assess risk across asset classes and geographies will be hard-pressed to stay relevant.

Like any financial windfall, the jumbo Mega Millions prize will be subject to taxes.

What advisors can learn from the reasons this client lost his term rider.

The billionaires’ minimum income tax would require those worth more than $100 million to pay a minimum of 20% on their capital gains each year, regardless of whether they sold assets for a profit or continue to hold them.

An application process designed to move along applications for tax exempt status has turned into a free-for-all.

According to a recent study, the more a personality corresponds to these characteristics, the wealthier the entrepreneur.

The founder of Trian Fund Management also discusses activist investing and the economy.

Three questions to ask clients considering “upstream” or “horizontal” wealth transfers.

Help guide your clients through this sensitive and emotionally charged time.

Conflicting forces are at play.