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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.
Everything You Need to Know About Biden's Capital Gains Tax Plan
By Roger WohlnerHere's what the president is proposing and how advisors can help clients reduce or avoid capital gains taxes.
May 18, 2021
Wealthy Americans Boosted Giving to Local Causes in 2020: StudyA recent poll reveals three distinct shifts in giving behavior related to the pandemic.
May 06, 2021
Weber Says UBS Should Consider a Chairwoman After He LeavesThe global investment bank is planning to appoint the successor to Weber, 64, at its 2022 general meeting.
April 28, 2021
World's Top 10 Multimillionaire HotspotsThese cities have the most residents with $5 million to $30 million in assets, according to Wealth-X.
April 28, 2021
Biden Unveils $1.8T Family Plan, Tax Hike ProposalsNotably, the plan does not include an estate tax increase or an expansion of the SALT deduction.
April 27, 2021
Creative Planning Strikes Its First 2021 Deal, Opens NonprofitIt acquired Castle Wealth Advisors and started Pathway Financial Education as a resource for underserved kids, adults and small-business owners.
April 27, 2021
Biden Aims to End 'Step Up in Basis' Benefit for EstatesTax package will end an inheritor-friendly policy, bump up the top income tax rate and fund more IRS audits.
April 26, 2021
Biden to Set $1M Threshold for Capital Gains Tax HikeThe increase likely affects "three-tenths of a percent of taxpayers," or some 500,000 U.S. households, says the head of the National Economic Council.