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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.
UBS: Affluent are avoiding inheritance discussions with kids
By Warren S. HerschThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 11, 2014
5 more tips for making the most of Google (tips 16-20)Here's the low-down on how to set up Google Alerts, sort search results, and combine Google search with Boolean.
June 30, 2014
How baby boomers stay resilientIn the face of uncertainty, most boomers are keeping it together. Here's how.
June 29, 2014
Don’t be stupid with prospectsYou will only annoy prospects if you waste their time asking questions for which you should already have the answers. So do your homework.
June 25, 2014
Same-sex couple families with kids have lower debt levelsSame-sex couple families with kids and traditional families report having lower levels of debt than other modern families.
June 02, 2014
‘Modern’ Families Struggle With Financial Security: AllianzModern families, including blended and single-parent families, feel less financially secure than traditional families, according to an Allianz survey.
May 16, 2014
Vulnerable N.Y. Democrat stands by PPACABishop has faced questions about a fireworks display permit.
May 07, 2014
Texting and Secure Portals: How Savvy Family Offices Talk to ClientsTo efficiently and securely communicate with clients at all asset levels, especially during crises, take advantage of technology, like the best family offices do.