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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.
10 Countries Where Average Worker Is Furthest From Top 1%
By Michael S. FischerResearchers studied how may years of an average salary it would take to match the wealth of their country's elite.
November 15, 2021
How Advisors Land Young, Wealthy Clients: Advisors' AdviceYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.
November 12, 2021
SALT Cap Is Poised to Get Looser as Democrats Debate Tax ReliefHouse Democrats want to raise the cap to $80,0000, while Senate Democrats aim to phase out the deduction for those with about $400,000 or more in income.
November 09, 2021
Morgan Stanley to Let Wealthiest Clients Invest in Private CompaniesThe wirehouse's new Direct Investment Access Program will be open to clients with at least $20 million in assets.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.
November 04, 2021
Tax Hikes in House Version of Biden Plan Come to Nearly $1.48T, Panel SaysIncreasing the cap on state and local tax deductions to $72,500 from $10,00 would raise about $2 billion over a decade.
November 03, 2021
IRA Holders Can Reap Extra Tax Benefits With This Charitable StrategyQualified charitable distributions are more than a giving strategy; they can help retirees reduce RMDs and taxable income.
November 02, 2021
How Super-Wealthy Americans Fare Under Biden's New Tax PlanHardest hit are those who make lots of money but have few legal options for sheltering it, like business owners.