The proposed tax would apply to properties above $5 million owned by non-residents.
Fewer people are getting refunds this year and that’s causing angst for Republicans.
The purchase positions Envestnet as a leader in financial planning software.
More clients are including beloved pets into estate plans to ensure they're cared for.
At the center of the college admissions scandal is a cautionary tale of greed, ambition and hubris.
More than 10.2 million households had a net worth of $1 million to $5 million.
UBS is the world’s biggest wealth manager, but its American wealth operations are smaller than rivals.
Advisors need to substantially expand what they do for their clients in the future. Some already are.
The author of this book incorporates the suggestions of more than a hundred FAs into seven strategies for growth.
m+ funds has launched a suite of funds, some focused on downside protection.