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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.
Charitable Giving Back at Near Pre-Pandemic Levels: Report
By Michael S. FischerBNY Mellon Wealth Management says the number of gifts, average gift size and total dollar amount of gifts grew from 2020.
August 15, 2022
Senate Finance Chair Asks Blackstone Unit for Private Placement Life DetailsSen. Ron Wyden says wealthy families might be using PPLI to cut taxes, without a genuine insurance purpose.
August 15, 2022
10 Most Undervalued REITs: MorningstarThanks to their steep share-price declines, many of these high-yielding stocks are now trading at big discounts, analysts say.
August 14, 2022
Will Housing Prices Flatten or Collapse?Monthly home value declines have now engulfed 22 of the 100 largest metropolitan areas, though inventory is still very tight.
August 12, 2022
12 States High Earners Are FleeingNot surprisingly, the states with the biggest net losses of high-income households are traditionally viewed as high-tax states.
August 12, 2022
BlackRock Offers Bitcoin Investing to Big Institutional ClientsThe new private Bitcoin trust seeks to track the price of the biggest cryptocurrency, the asset manager says.
August 11, 2022
12 States High Earners Are Flocking ToThese states saw the greatest influx of high-income earners in 2020, according to a SmartAsset analysis.
August 09, 2022
States Slash Taxes Most in DecadesThe state-level largesse is being financed by a broad-based jump in tax collections in the wake of the pandemic, a survey finds.