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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.
Billionaires Can't Get Enough of Private Equity
By Shuli RenThe ultra-wealthy are stepping up as pension funds and endowments reach their limits.
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.
June 29, 2022
UBS to Pay $25M SEC Penalty Over Complex Options StrategyUBS advisors sold the Yield Enhancement Strategy even though some didn't understand the risks themselves, regulators say.
June 29, 2022
Democrats Weigh Paring Biden Tax Hike to Win Over ManchinThe changes could mean that wealthy households and U.S. corporations end up facing smaller tax hikes than first planned.
June 28, 2022
10 Ways to Find Business This Summer"Sell in May and go away" is not helpful advice when you want to grow your business.
June 23, 2022
3 Ways Alternatives Can Help Advisors Manage Investor EmotionsAlternatives can support clients in staying the course and offer them protection in bad times.