UBS is tapping Solita Marcelli as the next head of global investment management for its global wealth management unit.

But Wright acknowledged this decade-long saga could have been avoided had her mother put in place an estate plan that laid out who would receive her assets after her death from cancer. “If [my mother] ...

Premium finance represents a powerful solution for high-net-worth foreign nationals looking to preserve wealth while ...

Major life events set 'Money in Motion,' and prepared advisers will be more successful. How can the wealth management industry help make life these transitions easier for the adviser and the client?

This fiscal will be all about selective equity exposure, medium-to-long-duration debt, gold for hedging, and tax efficiency.

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There may be a thin line between 'transactional' and 'coercive', but U.S. international economic policies judged to have crossed it could weaken the foundations of the dollar's dominant role in ...

Korea Investment CORP raised its holdings in shares of Kinross Gold Co. (NYSE:KGC – Free Report) (TSE:K) by 5.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 1,240,258 shares of ...

Tempus Wealth Planning LLC grew its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.7% in the fourth quarter, ...

Saravelos dwells on the overwhelming use of the dollar in the currency swaps and forwards market, where the Bank for ...

Robert Furst is a wealth advisor at Merrill Lynch with two kids under 10. He shares how he is already safe guarding his ...

After dedicating years to building your wealth and securing your future, make sure your assets are protected and your loved ...