Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

Model portfolios have become essential, customizable tools for high-net-worth clients, and Millennial advisers are leading ...

Proper tax planning is essential for managing and preserving wealth. For ultra-high-net-worth individuals and their families – people with $30 million in investable assets – efficient tax management ...

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 ...

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 ...

Wealth isn’t always as cut and dry as it seems. Between private businesses, investment properties, or rare collections, not all wealth is ready to cash out at the drop of a hat. Whether it’s estate ...

Capital for Life’s IUL Survey 2026 reveals how high-net-worth investors are using Indexed Universal Life for planning, liquidity, and ...

Discover key relocation trends for high-net-worth buyers in 2025. Learn how taxes and education shape the luxury real estate ...

Instead of treating a single number as a verdict, I look at how net worth evolves from 75 into the early eighties, how averages differ from medians, and how tools and surveys can help you place ...