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

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 ...

Nearly 90% of advisors use model portfolios, in the competition for high-net-worth (HNW) clients, winning advisors – millennial advisors in particular – are customizing them by adding separately ...

Today’s ultra-high-net-worth (UHNW) clients expect more than investment management: they are looking for strategic insight, tailored service and a deep understanding of their financial and personal ...

Here's how to find an advisor who can help preserve wealth, create flexibility and align your business and personal financial ...

This is the 24th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

METRO CHICAGO, Ill., Nov. 10, 2025 /PRNewswire/ -- Calamos Wealth Management, the wealth management division of Calamos Investments, today announced the addition of two seasoned wealth management ...

For those with high incomes who don’t yet have a large net worth, here’s how to shift from the “high earner, not rich yet” phase into significant wealth building Written By Written by Staff Money ...

As the US wealth management industry braces for a historic $105 trillion intergenerational wealth transfer, advisory firms are rapidly expanding their service offerings to attract and retain ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Merit has been on an acquisition spree over the last several months. In January, Merit acquired SSC Wealth, LLC in Kansas. It also acquired Oregon-headquartered Blueprint Wealth Advisors, Texas-based ...

Roughly 54% of U.S. household financial assets are now held by high-net-worth and ultra-high-net-worth families, up from 27% 1 just ten years ago – reshaping where growth opportunities exist for ...