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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.
Insurers Using RILAs to Shift From Risky Guaranteed Living Benefits: Cerulli
By Melanie WaddellAcross all annuity types, 85% of insurance executives believe that RILAs will be best poised for growth over the next three years, Cerulli says.
January 24, 2022
17 Best States for Retirement: 2022WalletHub ranked the states based on affordability, quality of life and health care.
January 21, 2022
4 Ways Advisors Are Capturing Money in MotionTrillions of dollars a year are changing hands from older to younger generations, Cerulli reports. Here's how advisors are attracting those assets.
January 20, 2022
The $84T Wealth Transfer Underway Now, by the Numbers: CerulliMoney is in motion, and advisors on the cutting edge of complex planning and wealth structuring tactics will benefit, Cerulli says.
January 14, 2022
Captrust Wraps Up Purchase of $107B FirmPortfolio Evaluations is the third large institutional-focused firm acquired by Captrust over the past year.
January 10, 2022
How 8 Simple Questions Can Reveal Potential ClientsYou meet people all the time. You make polite conversation. What can you learn?
January 10, 2022
Raymond James Hires Private Wealth ChiefKevin Ruth, who's worked at Fidelity, Merrill and UBS, will focus on advisors and efforts to best serve HNW and UHNW clients.
January 07, 2022
New CFP Board, FPA Leaders Assume Their RolesKamila Elliott is CFP Board's chair for 2022, the first Black American in this post; Dennis Moore is FPA president.