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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
What's Next for Trump's Tax Cuts? One Wealth Advisor's Take
By Jane Wollman RusoffLetting the 2017 law expire would hike taxes “for almost everybody,” enrolled agent Dave Alison says.
November 12, 2024
Mercer Nabs Another RIA in ColoradoThe firm's latest acquisition in the state adds $675 million in assets and some 500 new client families.
November 08, 2024
12 Richest Americans in Sports: ForbesAmong the wealthiest people are billionaires with big stakes in major franchises in the United States and abroad.
November 08, 2024
Extending the Estate Tax Exemption: Likely With Trump, But Not a GivenPlanning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.
November 07, 2024
Family Office Rolls Out New Tax Overlay ProgramThe Aris Investing tools will help Callan's partners make personalized, tax-aware trading decisions for wealthy client portfolios.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
November 06, 2024
Millionaire Tax Approved by Illinois VotersWhile the proposal has no legal effect, the vote opens the door to a new debate over ramping up taxes on the rich.
November 06, 2024
What Trump's Win Means for Estate Tax PlanningOne tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.