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.
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.