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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.
Mercer's Magic Formula for Growing Assets Over 50% in 18 Months
By John ManganaroKey ingredients include in-house estate and tax planning, as well as employee-advisors 100% focused on serving current clients.
May 16, 2024
UBS Considering U.S. CEO Role in Strategic RevampThe firm is the largest wealth manager in the world outside the U.S., where it's struggled to expand.
May 14, 2024
Envestnet Highlights Tech Progress Amid Rumors of Acquisition TalksThe firm's Elevate 2024 conference kicked off this week in Phoenix.
May 14, 2024
JPMorgan, RBC Grab Merrill Teams With $30B in AssetsEric Gray and Lance Polverini say moving their $28 billion practice will bring their work to the next level.
May 13, 2024
Why Goldman Bought, and Sold, United CapitalExecutives thought they could best serve RIAs by buying one. The reality was not what they expected.
May 09, 2024
World's Top 15 Cities for Millionaires: 2024The number of millionaires in New York rose 48% in a decade; in Beijing, it nearly doubled.
May 08, 2024
Fidelity Sales Practices Violated Reg BI, Advisor Says in Whistleblower SuitThe firm pressured advisors to sell managed money and other products over low-cost funds, the suit says.
May 07, 2024
9 Phrases That Open Doors With ProspectsSome are useful in social situations, while others can lead you to "aha" moments of your own.