Two Democrats want to raise the cap on the amount of state and local taxes people can deduct.
Automation and technology are replacing thousands of workers at banks and asset managers around the world.
Democrat Kirsten Gillibrand was helped by the GOP's near-elimination of the alternative minimum tax.
An annual tax on household wealth is an idea with deep roots in Europe.
The bank is dismissing hundreds of workers in its asset and wealth-management division after a review.
North Dakota recently amended a law requiring children to pay off parents' outstanding long-term care debt.
Some wealthy Americans complaining about the SALT deduction cap didn't get the deduction in the first place.
Advisors deal with more stress than the average U.S. worker, according to a new survey.
Fewer allowable deductions means that some tax filers are getting hit with surprise tax bills.
Advisors need to know how to dispel these mistaken beliefs their clients may have about retirement.
The CFA Institute report found that traditional assets remain the bedrock for HNW investors.
Malaise? Stress? Family strife? A luxury vacation may be the miracle cure you're looking for.
Municipal bonds can provide ammunition for offsetting capital gains liabilities, especially for wealthy clients.
Boomers are ignoring their long-term care needs, but they're champs when it comes to estate planning, a survey says.
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.