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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.
There's 'Never Been a Worse Time to Retire': Ron Surz
By Jane Wollman Rusoff"The target-date industry is failing people," says the industry veteran, who offers specifics on how advisors can help clients.
December 15, 2021
20 Richest Women in the U.S.: ForbesMeet the wealthiest women in the United States, who collectively are worth close to $400 billion.
December 14, 2021
Debate: Should Congress Raise the SALT Cap?Professors Robert Bloink and William H. Byrnes discuss whether the House or Senate tax cap proposal would serve Americans better.
December 13, 2021
Latest Senate Spending Plan Includes $1.5T in Tax HikesThe measure doesn't include any expansion of the state and local tax, or SALT, deduction, despite weeks of negotiations.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 09, 2021
Business Owners More Confident About Retirement: TD Wealth SurveyNinety-five percent of mass affluent business owners are upbeat about their financial plans vs. 82% a year ago.
December 09, 2021
Jeffrey Levine: Top 10 End-of-Year Tax Planning TipsThe financial planning expert weighs in on SALT deductions, Roth conversions, crypto investing and one of his favorite movies.
December 09, 2021
Captrust Buys $2.2B RIA in BostonRINET is the second firm that Captrust has bought this year with a focus on family office services.