Individual Wealth

Advisors have an important role in helping a client go through a difficult transition.

A hypothetical webinar this boomer would love to attend.

Taxing the super-rich is difficult for the simple reason that huge fortunes don’t necessarily mean huge incomes.

Finance Chair Ron Wyden describes the controversial proposal as a “historic opportunity” to “restore fairness in our tax code.”

Building relationships with individual investors requires meaningful commitments to client education and transparency.

A look at how the Build Back Better Act's key tax provisions affect partners, partnerships and other passthrough entities.

“The lawyers and accountants are going to be winners in this.”

The levy would apply to taxpayers who for three consecutive years have had assets worth at least $1 billion or have earned at least $100 million three years in a row.

UBS' new digital bank will service affluent customers with between $250,000 and $2 million in assets, putting it more in direct competition with firms like Morgan Stanley.