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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.
Captrust Adopts CAIS Alternative Investment Platform
By John ManganaroThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 17, 2024
The Ten Commandments of Prospecting in 2024I say unto thee: The advisor who prospects well shall inherit the earth.
April 17, 2024
9 Steps for Advisors to Rebuild GoodwillYou can't erase history, but you can position yourself as genuine and generous, earning prospective clients' respect.
April 16, 2024
BofA Wealth Unit's Profits Jump 10%Merrill gained about 7,300 net new client relationships in the first quarter.
April 16, 2024
Morgan Stanley's Wealth Revenue Tops EstimatesPlus, net new assets for the unit in Q1 were $95 billion — higher than the previous two quarters combined.
April 15, 2024
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.
April 15, 2024
What Comes After the CFP? This Industry Group Offers an AnswerThe Investments and Wealth Institute says its advanced certifications for HNW advisors are in high demand.
April 15, 2024
The Art of Using Borrowed Money to Pay for Life InsuranceShawn Goheen discusses this high-net-worth estate planning strategy and its potential pitfalls.