High-net-worth individuals (HNWIs) tend to have more wealth-enhancing strategies at their disposal than most people, and that’s even the case when it comes to Social Security. Don’t get me wrong: ...

From investment strategies to tax and estate planning, high-net-worth individuals face unique financial priorities—here’s how their wealth needs differ from the average investor’s Written By Written ...

Customization and private markets reshape high-net-worth portfolio strategy. Periods of market turbulence are often framed as threats to portfolio stability, but new research suggests they are also ...

The financial services industry is presumably under threat, with some believing AI will eventually replace human financial advisors. Meanwhile, others point to next-gen investors getting ideas from ...

Five benchmarks can help you determine how well you're progressing toward financial goals. Here's what you need to measure to evaluate success.