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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.
Hightower Buys $1.7B TC Wealth Partners
By Janet LevauxThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.
December 29, 2021
12 Mistakes to Avoid When Doing the Party CircuitYou're at a New Year's Eve party, but it still means business for you. Here are a dozen don'ts to make the best of the event.
December 29, 2021
Why Advisors Need to Be 'Like a Quarterback': Ken DychtwaldPeople want their advisor "to get them thinking, talking and planning so they can have secure and satisfying longevity," says the Age Wave CEO.
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.
December 28, 2021
8 Bitcoin Tax Facts to KnowAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 23, 2021
Super-Luxury Home Sales Surge Across U.S., Rising 35% in 2021For all the talk about the rich leaving high-tax states, New York still topped the list for the number of sales over $50 million, with 13; Florida had 11.
December 23, 2021
3 Under-the-Radar Planning Tips for 2022 Tax ChangesThough Biden's spending plans are in limbo, advisors and clients shouldn't tune out when it comes to year-end planning for tax changes.
December 22, 2021
Ultra-Wealthy Measure Wealth Differently Than Many Advisors: ReportNearly 90% of ultra-wealthy investors see tangible assets as part of their wealth, but only 53% of advisors do, Chubb and Wharton found.