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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.
Best & Worst Broker-Dealers: Q2 Earnings, 2024
By Janet LevauxMost large firms reported higher profits in the second quarter, but some disclosed challenges tied to their cash sweep programs.
August 18, 2024
The Rich Can't Sell Their Art, So They're Borrowing Against ItWall Street firms are broadening their work in the art market to bring on and retain the world's wealthiest individuals and families.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 15, 2024
Disability Insurance Can Ensure Business ContinuityWhat if a client with a successful firm suddenly has a stroke? What then?
August 14, 2024
12 One-Liners That Make an Impression With ClientsFor advisors, the right words can make a point, win someone over or earn a smile.
August 12, 2024
Larry Swedroe Leaves Buckingham Amid Colony Group MergerThe popular investment expert and author will shift to serving a limited number of clients as a consultant.
August 12, 2024
Janus Henderson to Buy Victory Park in Private Credit ExpansionThe deal involves esoteric private financings related to anything from consumer debt to music royalties.
August 11, 2024
LPL Updates Brand at Yearly ConferenceThe broker-dealer says it expects nearly 9,000 advisors, staff and sponsors at its San Diego-based event.