Swiss Order UBS to Give Up Client Details
UBS Group is fighting a demand that it provide information on French clients to tax authorities.
Morgan Stanley Opens Miami Office for Ex-Credit Suisse Reps
The new office serves Latin American clients and has some $7 billion in assets under management.
LPL Expanding HNW Services to Reps
Execs say the advisory "landscape has changed" and that the "credibility gap" between indie firms and wirehouses is no more.
Raymond James CEO: Deutsche Deal ‘Accelerates Shifts’ in HNW Space
CEO Paul Reilly also explains why and how the DOL fiduciary rule is “frustrating,” entailing costs across the industry.
Raymond James CEO: Over 90% of Alex. Brown Reps Retained
Raymond James says it's on track to retain most of the 200 Deutsche Bank advisors moving to the firm after the wealth unit's acquisition.
LPL Financial Expands HNW Push
The IBD rolls out consulting and other services after moving to restructure its Fortigent business.
The Beach Condo Rental Tax Write-Off? Not So Fast
Even assuming it’s a rental property for part of the year, the condo tax break option doesn’t mean it will work out.
How to Build Trust With HNW Prospects and Clients
If your clients and prospects trust you, your advisory firm will be more successful. David Richman of Eaton Vance provided tips on how to build trust at the IMCA annual conference.
Top 10 Big Trends Among the Ultra-HNW
Knight Frank sees tremendous growth in the ultra-high-net-worth population, among other predictions for the next decade.
Top 10 Most Expensive Luxury Penthouses in the World
Property developers around the world are wooing ultrawealthy buyers with lavishly appointed skyscrapers in the most prestigious of neighborhoods, according to Wealth-X report.