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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.
Goldman Sachs' RIA Custody Unit Signs Up Steward Partners
By Janet LevauxSteward, which has 180 advisors and $23 billion in assets, also will continue to work and custody assets with Raymond James.
June 01, 2021
Top 10 Interests, Passions and Hobbies of the WealthyAdvisors prospecting for clients with $5 million or more in assets should take note, Wealth-X says in presenting its data.
May 27, 2021
9 More Things Never to Say to Wealthy Clients and ProspectsNo one's perfect; I've said some of these myself.
May 26, 2021
Are Advisors Ready for a 'Gray Divorce' Explosion?An expected divorce wave after the pandemic means many boomers will be looking for new advisors, Haleh Moddasser tells ThinkAdvisor.
May 25, 2021
What 'Wealth' Really Means to 4 Different GenerationsBoston Private examines how the definition changes throughout life and how the pandemic has shifted perceptions.
May 21, 2021
Everything You Need to Know About Biden's Capital Gains Tax PlanHere's what the president is proposing and how advisors can help clients reduce or avoid capital gains taxes.
May 20, 2021
Democrats Mull Weakening Biden Tax on Capital Gains for EstatesOne idea being discussed is to allow beneficiaries to defer the tax bill on estates for as long as heirs hold the assets.
May 19, 2021
10 Things Never to Say to Wealthy ClientsBefore using a phrase that could alienate your client, consider these suggestions for what to say instead.