Steve Resch at Finance of America Reverse shared potential tax and reverse mortgage strategies for wealthy seniors with ...

Rao Garuda, the founder of Associated Concepts Agency, was sentenced to one year and eight months in prison for running a tax ...

UBS gained more than 1,500 client advisors from Credit Suisse but lost around 500 of them during and in the aftermath of the ...

A wealthy client could use a home equity loan or reverse mortgage and gift the proceeds with no tax liability unless the gift exceeded the current exemption limit, Resch added. But should advisors ...

Morgan Stanley said federal inquiries about its efforts to monitor the background of its wealth management clients aren’t new ...

Morgan Stanley may soon allow its 15,000 brokers to recommend bitcoin ETFs to their clients, as reported by AdvisorHub.

As defined by the Monetary Authority of Singapore, accredited investors must have minimum net personal assets of S$2 million ...

Eighty-two rich Norwegians with a combined net wealth of about $4.3 billion left the country in 2022-2023, with 34 moving out ...

Some renters might be feeling less secure about their finances than if they owned a home, but experts say there's a path to ...

Julius Baer Group Ltd. plans to open an office in Lisbon next year as it seeks to tap into the wealth of a growing number of ...

Thirty-nine percent of investors who work with an advisor and 32% of those who are unadvised favored “a large, national ...

High-income Kenyans plan to spend the bulk of bonus earnings on buying property or reinvesting in their businesses.