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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.
12 Ways to Nudge Clients to Commit
By Bryce SandersAdvisors need to create a sense of urgency, while prospects need to be presented with the best options.
May 30, 2024
Show, Don't Tell: How to Boost Advisor Confidence Around Complex TopicsImages can help make topics like tax and estate planning clearer for clients and advisors. Here's an example.
May 30, 2024
UBS Names Wealth Co-Heads in Management ShakeupRob Karofsky will run the bank's U.S. business, with Naureen Hassan retiring from the wirehouse.
May 29, 2024
15 Richest Self-Made Women in America: Forbes, 2024The 100 entrepreneurs, executives and entertainers on Forbes' list are worth a collective $154 billion.
May 28, 2024
Hacking Group Claims It Stole Wealthy Clients' Data From Christie'sThe group posted the information and suggested it would publish the entire trove in early June.
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.