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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.
3 Trends for Newly Wealthy Families
By Emily ZulzWith most U.S. wealth being first-generation wealth, its not about preparing the money for the family so much as preparing the family for the money.
September 22, 2014
Only 25 percent of families use a financial professionalJust 30 percent of modern families feel financially secure compared to 41 percent of traditional families.
August 09, 2014
What to do when your prospect stands you upYouve scheduled your next call to your prospect. Now hes suddenly unavailable at the appointed time. Heres how to handle it.
July 25, 2014
Confession: I have email OCDWill the day ever come when my email inbox wont be beckoning me?
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 18, 2014
5 more tips for making the most of Google (tips 21-25)Did you know that Google houses a treasure-trove of information on publicly held companies?
July 11, 2014
Wealthy Families Search for New Meaning of WealthHNW families are moving beyond mere wealth preservation alone to give new meaning to wealth ownership for each generation.