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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.
Here Are the State Tax Bills for Wealthy Clients to Watch in 2024
By Allison BellSurtaxes on the rich are stuck in committee. Estate planning law updates and cryptocurrency measures are moving.
March 15, 2024
How Advisors Can Make a Difference for Aging ClientsFinancial professionals need to navigate end-of-life discussions to provide support as conditions change.
March 15, 2024
Goldman's CEO Says He's Optimistic About 2024 as Markets ReboundLast year, the bank embarked on one of its biggest rounds of job cuts ever, eliminating 3,200 jobs.
March 13, 2024
NFL Players Draft Ameriprise for Financial AdviceDesignated advisors will work individually with current and retired athletes to provide holistic financial planning.
March 13, 2024
Credit Suisse Client in Tax Dodge Case Gets $15M BailDan Rotta, 77, was arrested Saturday in Miami and must remain under house arrest with electronic monitoring, a federal judge ruled.
March 12, 2024
UBS Catch-Up on U.S. Wealth Market Will Take Time: ErmottiThe Swiss bank plans to use parts of Credit Suisse's more muscular investment bank to serve its wealth management clients.
March 12, 2024
Treasury Proposes Curbs on Use of Life and Annuities in Wealth PlanningClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 12, 2024
Biden Floats $2 Co-Pay Limits on Popular Drugs Under MedicareThe caps proposed in Biden's budget would apply to blood pressure and cholesterol drugs.