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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.
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael Crook
By Jane Wollman RusoffWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.
December 28, 2021
8 Bitcoin Tax Facts to KnowAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 23, 2021
Super-Luxury Home Sales Surge Across U.S., Rising 35% in 2021For all the talk about the rich leaving high-tax states, New York still topped the list for the number of sales over $50 million, with 13; Florida had 11.
December 23, 2021
3 Under-the-Radar Planning Tips for 2022 Tax ChangesThough Biden's spending plans are in limbo, advisors and clients shouldn't tune out when it comes to year-end planning for tax changes.
December 22, 2021
Ultra-Wealthy Measure Wealth Differently Than Many Advisors: ReportNearly 90% of ultra-wealthy investors see tangible assets as part of their wealth, but only 53% of advisors do, Chubb and Wharton found.
December 22, 2021
Harry Dent's Stock Market, Economic Predictions, 1999-2021: How Did They Turn Out?While the "Contrarian's Contrarian" made a name for himself on some correct calls, he has frequently missed the mark.
December 20, 2021
Wealthiest Americans Feel Relief as Tax Hikes Are Canceled for NowManchin's vote against Biden's economic plan means rich Americans escape tax hikes, saving hundreds of billions of dollars over the next decade.