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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.
15 Tactful Ways to Announce You Are an Advisor
By Bryce SandersThere are plenty of ways to raise your professional visibility without hitting people over the head.
July 26, 2021
How to Throw a Dinner Party That Wows Your Wealthy ClientsEntertaining helps you build better relationships faster — and gets you invited to more parties.
July 23, 2021
Goldman: What Family Offices Do DifferentlyThese investors benefit from a lack of defined investing timelines and the absence of outside interference, the survey found.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 14, 2021
BofA Targets Wealthy Florida Clients as Advisors Set to DoubleRevenue for the bank's wealth businesses, including Merrill, rose 14% from a year ago to hit $5.1 billion in the second quarter.
July 14, 2021
Carson Group Valued at $1B With New Bain Capital InvestmentAs part of the deal, Long Ridge Equity Partners is giving up its minority investment in the Ron Carson-led business.
July 12, 2021
11 Dreams to Motivate Your Client to InvestWhether it's helping family, leaving a legacy or buying a beach house, having a concrete goal can help your clients save and invest more.
July 12, 2021
10 Biggest Trends Shaping the Next 3 Decades, According to Big InvestorsChina's growing dominance and cryptocurrencies are two new trends on Investcorp's list this year.