Discover the key aspects of filing the Report of Foreign Financial Assets (Form 8938). Learn the requirements, asset types, ...

Passports have begun to gain significance as more than just a travel document, and as a financial asset crucial for risk ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Millionaires face distinct financial challenges that require specialized strategies beyond basic money management. Financial planning for millionaires encompasses investment portfolio diversification, ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Total US retirement assets reached $45.8 trillion at the end of the second quarter of 2025, according to new data from the Investment Company Institute. The figure marks a 6% increase from the ...

An advisor’s AUM could be based on many clients with small investments or a few clients with big investments — or both. Many, or all, of the products featured on this page are from our advertising ...