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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.
16 Richest Self-Made Women in the U.S.: Forbes
By Michael S. FischerThis year's list includes seven newcomers and seven women reappearing in the ranks.
July 11, 2022
Investors Should Think Risk Factors, Not Asset ClassesThe markets likely will keep oscillating between concerns over interest rates and credit risks before key economic and policy issues are resolved.
July 08, 2022
Billionaires Can't Get Enough of Private EquityThe ultra-wealthy are stepping up as pension funds and endowments reach their limits.
July 07, 2022
Democrats Plan to Close Tax Loophole to Extend Medicare SolvencyIndividuals earning over $400,000 a year could pay a 3.8% health surcharge on pass-through business income.
July 06, 2022
Meet the Ex-NFL Player Whose UBS Team Keeps Athletes and Entertainers From Going BrokeFinancially successful athletes and celebrities must focus on the "three L's," Adewale Ogunleye tells ThinkAdvisor.
July 05, 2022
Believe It or Not, the Market Has 3 Silver LiningsFor long-term investors, it will prove beneficial that the markets are exiting an artificial regime maintained for far too long by the Fed.
July 01, 2022
15 Countries With the Most BillionairesThese countries are home to more than three-quarters of the world's billionaires, according to Altrata.
June 30, 2022
Vanguard Sues a Former Top Advisor, Saying He Poached UHNW ClientsMatthew Philip Snipes, who had managed $4.75 billion in assets, violated agreements when he broke away, Vanguard says.