Investment advisers are worried that a pending congressional proposal to impose a new tax on billionaires could expand to other wealth levels. This week, congressional Democrats are negotiating the details of a massive piece of legislation, the Build Back Better ...

Nick Hofer carved out his financial planning niche by going after clients that most of the industry isn’t interested in or doesn’t completely understand. To be a client of Boston Family Advisors, you not only need to have at least ...

Citigroup Inc. is taking another step into the world of cryptocurrencies. The Wall Street giant will help its richest clients bet on crypto as part of a new digital assets group inside its burgeoning wealth management unit, according to a ...