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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 Advisors Land Young, Wealthy Clients: Advisors' Advice
By Ginger SzalaYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.
November 04, 2021
Tax Hikes in House Version of Biden Plan Come to Nearly $1.48T, Panel SaysIncreasing the cap on state and local tax deductions to $72,500 from $10,00 would raise about $2 billion over a decade.
November 03, 2021
IRA Holders Can Reap Extra Tax Benefits With This Charitable StrategyQualified charitable distributions are more than a giving strategy; they can help retirees reduce RMDs and taxable income.
November 02, 2021
How Super-Wealthy Americans Fare Under Biden's New Tax PlanHardest hit are those who make lots of money but have few legal options for sheltering it, like business owners.
October 28, 2021
Biden Unveils Revamped Tax, Spending Plan With New Taxes on MillionairesThe $1.75 trillion package includes additional tax on incomes above $10 million.
October 27, 2021
Democrats' Billionaire Tax Plan Puts About 700 People in SightsThe plan, which would take effect in 2022, requires billionaires to pay taxes on all their appreciated tradable assets to date.
October 27, 2021
How Ultra-Wealthy Clients Value Tangible AssetsA Wharton study finds a gap between how advisors view portfolio risk and how uber-wealthy clients define it.