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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.
Beleaguered caregivers getting help from apps
By Jim FitzgeraldUse of a tracking app helped the wife of a man with Alzheimer's return to work.
April 01, 2013
Succession OpportunityAre you planning on dying in your office staring at your Quotron?
March 27, 2013
Good News, Bad News: Findings of the Financial Planning Coalition SurveyThe findings of the Coalition survey of investors suggest some troubling undercurrents that the profession and the media should address.
March 25, 2013
The transparent advisorFor advisor Sean Lee, transparency the idea of being an open book with his clients is the only way to go.
March 17, 2013
Wrapped Up in a Blanket: Pros and Cons of Family Blanket PoliciesFamily blanket policies can provide great peace of mind, consistent coverage and flexibility for HNW families, but know their limitations, like spread of geographic risk.
March 15, 2013
When we die, and "doctors did everything they could," should our families watch?A study finds there is less mental strain on family members when they watch an unsuccessful resuscitation of a loved one.