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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.
6 Ways to Adapt Your Investment Offerings to the Digital Age
By Christopher A. ZookAs interest rates remain low and investors gravitate to tech platforms, advisors must evolve or die.
September 28, 2021
Cresset, Berman Capital to Form $20B Multifamily OfficeBerman currently manages about $4.7 billion and has offices in Atlanta and Austin, Texas.
September 28, 2021
Richest Americans Use This Trust to Avoid Estate Taxes: ProPublicaLaurene Powell Jobs, Charles Koch, Michael Bloomberg and other members of the top 0.1% have relied on grantor retained annuity trusts.
September 27, 2021
A Strategy for When Your Friends Are Chosen for YouWhen chance or circumstance throws you and new people together, silence can be less than golden. Here are some pointers.
September 24, 2021
VIP Views on Today's Top Planning IssuesExperts weigh in on the pandemic's impact, as well as the latest portfolio, retirement and tax issues.
September 20, 2021
More Wealthy Business Owners Looking to Retire, Move or Sell: SurveyTwo-thirds of wealthy business owners say COVID accelerated their plans to retire or sell, Clarfeld | Citizens Private Wealth found.
September 20, 2021
Tidemann Group, Alvarium Investments to Merge via SPACThe new firm, with $54 billion in assets, will be called Alvarium Tiedemann and trade on the Nasdaq under the ticker GLBL.
September 20, 2021
Kitces' XY Planning Urges SEC to Block Brokers From Offering Financial PlansSuch services are beyond the scope of "solely incidental" advice, says XYPN, which also wants the SEC to tighten rules around advisor titles.