Estate Planning for the Modern Family: It’s Complicated, and Advisors Fall Short
Seventy percent of high-net-worth and affluent investors in a UBS survey said they felt financial advice was designed only for "traditional" families.
Fear Fuels Millionaires’ Drive for More Wealth, UBS Survey Finds
UBS survey says millennial millionaires feel more pressure to maintain their status than older generations.
On Inheritance, UBS Urges Families to Break the Silence
Only 34% of affluent benefactors have even revealed their wealth to their children, UBS found in a study on family discussions of inheritance.
UBS Streamlines McCann’s Leadership Team
UBS Americas trimmed a layer of management under CEO Robert McCann and increased the duties of some of wealth-management leaders, according to a memo released by McCann on Friday.