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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.
How Much Crypto Should Be in Your Investment Portfolio?
By Nir KaissarNo one knows what truly drives digital currency prices, so estimating future returns and volatility is a crapshoot.
February 16, 2022
10 Tips for Coaching Your Clients in the Stock MarketIs watching the market a spectator sport? Here's how to help investors get in the game.
February 16, 2022
Crypto Gifts Surge at Fidelity's Philanthropic PowerhouseFidelity Charitable received $331 million in digital assets last year through its donor-advised funds, or DAFs.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 08, 2022
Wealthy Investors Worried About Inflation, Rate Hikes: UBSMore than two-thirds of them are holding more than 10% of their portfolios in cash, a survey finds.
February 08, 2022
The ABCs of NFTs: What You Need to KnowHere's what you should understand about non-fungible tokens in order to educate your clients about this emerging asset class.
February 08, 2022
Betterment Buys Crypto-Focused RIAThe robo–advisor says it is acquiring Makara, an RIA that sells automated cryptocurrency portfolios.
February 02, 2022
This Top-Ranked Advisor Has Never Been Fired by a Widowed ClientThe fastest way to alienate widows is to rush into portfolio discussions, Spuds Powell, ranked No. 1 by Barron's and Forbes, tells ThinkAdvisor.