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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.
Merrill Partners With Florida School to Reach Student-Athletes Early
By John ManganaroThe wealth management unit will provide educational sessions and self-study materials to students at IMG Academy.
July 24, 2024
Real Estate Market Is Broken for Everyone Except the Ultra RichHomes worth over $1 million were the only price segment with rising sales in June, Realtors say.
July 23, 2024
6 Traits of People Passing Down Wealth in Next DecadeHere's what to know about who's transferring wealth now, according to Altrata.
July 22, 2024
Wirehouse Veteran Sees Risk to Clients in RIA 'Behemoths'Mega-RIAs could lose what makes them different from wirehouses, Segment Wealth CEO Gil Baumgarten says.
July 22, 2024
Deutsche Bank to Expand Hiring in U.S. Wealth PushThe German bank's U.S. wealth unit wants to become one of Wall Street's main European rivals for serving the nation's ultra-rich.
July 19, 2024
Mega-RIAs Will Grow to Rival Wirehouses in Next Decade: Mariner's BicknellAdding services to meet clients' needs is crucial to that growth, Mariner Wealth Advisors' CEO says.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 17, 2024
Alts 'Should Be Core' in Most Portfolios: Merrill Investment ExecThe firm now offers alts to clients with at least $1 million in assets, Nancy Fahmy tells ThinkAdvisor.