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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.
Sen. Bernie Sanders Introduces Estate Tax Bill
By Melanie WaddellThe bill raises rates, lowers exemptions and adds higher tax brackets for larger estates.
March 18, 2021
Top 12 Global Cities for the Ultra-Wealthy: 2021These are the most desirable cities for the ultra-wealthy people to live, do business and invest, according to Knight Frank's research.
March 18, 2021
Envestnet Buys Tech From Apprise Labs to Enhance Client Portal: Tech RoundupAlso, Envestnet's Variable Annuity Program has been expanded to become the Envestnet Insurance Exchange.
March 17, 2021
Morgan Stanley to Offer Bitcoin Funds to Wealthiest ClientsOnly clients with "an aggressive risk tolerance" and at least $2 million will have access to the funds.
March 15, 2021
Beware of 'Over-Segmenting' Your ClientsMarketing and fintech expert April Rudin discussed some Merrill data on wealthy clients that "flies in the face" of conventional wisdom.
March 12, 2021
Wells Fargo to Drop Abbot Downing BrandThe wirehouse is moving the business, which serves ultra-wealthy clients, into Wells Fargo Private Bank.
March 04, 2021
CFP Board Center for Financial Planning Launches Diversity ScholarshipThe scholarship will cover the cost of the Dalton Review CFP exam review course for 10 recipients per year.
March 01, 2021
Richest 100 Americans Would Pay $78B Under Warren TaxThe bill stipulates that households with a net worth of over $50 million would pay a 2% yearly tax on their wealth.