UHNW Client Services
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.
Richest 100 Americans Would Pay $78B Under Warren Tax
By Simon Hunt and Ben StevermanThe bill stipulates that households with a net worth of over $50 million would pay a 2% yearly tax on their wealth.
February 23, 2021
Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management FirmIn an interview, CEO Greg Fleming comments on the rumor that Rockefeller Capital is offering lucrative signing bonuses to advisors.
February 22, 2021
The Do's and Don'ts of Partnering With CPAsEd Slott, Jeffrey Levine and other CPAs and advisors give advice for making this critical relationship work.
February 17, 2021
House Democrats Float Bill to Close Carried Interest Tax LoopholeThe carried interest loophole "has allowed private equity tycoons to pay lower tax rates than their secretaries," said Rep. Bill Pascrell, one of the bill's sponsors.
January 25, 2021
Gifting Stock to Family Members: What to KnowSuch gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.
January 15, 2021
Stifel Client Associate Sues Over Alleged Sexual Assault, HarassmentThe associate, in Garden City, New York, says the firm did not take her complaints about a manager seriously.
January 06, 2021
Rockefeller Adds $1.4B Illinois RIABuying Whitnell & Co. supports the firm's Midwest expansion plans and comes about two months after it opened its first Chicago office.
December 17, 2020
Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech RoundupAlso, Broadridge appoints a chairman for its LTX trading platform.