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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.
UBS Names Wealth Co-Heads in Management Shakeup
By Myriam Balezou & Laura NoonanRob Karofsky will run the bank's U.S. business, with Naureen Hassan retiring from the wirehouse.
May 23, 2024
6 Trends That Will Change How You Travel This SummerIf you're among the millions hitting the road in the coming months, these are the major industry shifts likely to affect your journey.
May 22, 2024
Massachusetts Risks $1B in Lost Tax Revenue as Rich FleeThe state recently enacted a 4% surcharge on income over $1 million, which generated about $1.8 billion in revenue over nine months.
May 22, 2024
Best & Worst Broker-Dealers: Q1 Earnings, 2024Seven large firms reported improved earnings in the first quarter, while profits dropped at four.
May 21, 2024
Mercer's Magic Formula for Growing Assets Over 50% in 18 MonthsKey ingredients include in-house estate and tax planning, as well as employee-advisors 100% focused on serving current clients.
May 21, 2024
Targeting Wealthy Clients, Commonwealth Teams With iCapital on Alts OfferingsCommonwealth says the partnership will help it meet growing demand for alternative investments.
May 20, 2024
Buying a Jet? Need a Pet Therapist? The Concierge Is On ItGeller, a multi-family office, can help ultra-wealthy clients even with unusual financial tasks, Mona Manahi says.
May 17, 2024
Applying A Holistic Financial Planning Approach To Achieve AlphaJoin this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.