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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.
Income Obsession Sweeps Across Asset Classes as Stocks Swerve
By Katie GreifeldIn the $6.6 trillion ETF arena, three dividend-focused funds rank among the top 10 in terms of equity inflows so this year, Bloomberg reports.
July 27, 2022
When Will We Finally Get a Spot Bitcoin ETF?SEC Commissioner Caroline Crenshaw told me where she still has major questions and concerns about the crypto market.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.
July 25, 2022
Ed Slott, Ian Berger Explain 2 Good Reasons to Do a Reverse RolloverOne reason: Reverse rollovers help clients avoid being hit by the pro rata rule when doing backdoor Roth conversions.
July 20, 2022
'Full Capitulation' Could Mean Opportunity KnockingIt's hard to be positive about the current outlook, but news about optimistic earnings forecasts might go a long way.
July 13, 2022
Integrated Partners Picks Up Exec From BNY MellonStephen Kolano has joined Integrated as Family Office managing director.
July 13, 2022
Wealthy Millennials Have High Degree of Trust in Advisors: SurveyAs they build their wealth, millennials are asserting priorities when it comes to how they invest.
July 13, 2022
Naureen Hassan to Succeed Tom Naratil as UBS Americas PresidentAs expected, the wirehouse is elevating Iqbal Khan to be the sole head of global wealth management.