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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.
How a UBS Exec Gets Families to Open Up About Wealth Transfer
By Jane Wollman RusoffJudy Spalthoff of UBS tells ThinkAdvisor some tools and techniques to guide these conversations — including a card game.
September 19, 2019
Greenbacker Capital Buys Wind Power Facilities From BlackRockThe goal, the firm says, is to provide RIA and family office investors real-asset renewable energy project investments to generate strong, stable cash flows for clients.
August 06, 2019
Wealth Holders Don't Discuss Money With Their HeirsA Merrill study finds family money harder to talk about than saving, investing and spending.
August 02, 2019
Family Office Growth Surges in US and GloballyFamily offices have $5.9 trillion under management, Campden Research reports.
July 25, 2019
Star Broker Tells of Her Strange Breakup With Edward JonesIn an interview with ThinkAdvisor, Melanie Housden claims she received rough treatment from the brokerage after her exit but fought back.
July 19, 2019
Acosta's Dinner Guests Once Included Gene Scalia, Now On Deck to Lead LaborScalia is preparing to take over the leadership of the agency, where he had served as the top lawyer in the George W. Bush administration.
July 09, 2019
Lessons from Aretha Franklin's LegacyMake sure your clients' families get what they need when they need it.
July 02, 2019
Dealmakers for Wealthy Face 'Kodak Moment': UBSFamily offices, hedge funds are doing more deals on their own; regulatory hurdles are making it harder for banks to win deals.