U.S. Trust

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  Charitable giving linked to stock performance

  By Gil Weinrich  |  January 25, 2013

  A U.S. Trust managing director says advisors should not shy away from discussing charity with clients.

• What to tell the kids about your money

  By Staff Writer  |  August 28, 2012

  Discussing financial matters with adult children can be difficult, but it'll help avoid even tougher situations down the road.

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  Generations Differ in Wealth Management Strategies: U.S. Trust

  By Michael S. Fischer  |  June 20, 2012

  High net-worth seniors, baby boomers, Gen X and Gen Y are all investing, planning and spending differently. A new survey helps advisors sort through the disparities.

• Affluent U.S. Pre-Retirees Report Greater Resilience to Market Turmoil

  November 1, 2011

  A study shows that affluent pre-retirees now report greater stability with their investment situation than was measured just two years ago.