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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.
What's Behind the Latest 'Record Year' for eMoney?
By John ManganaroThe firm aims to both foster and benefit from the continued rise of financial planning, Susan McKenna maintains.
July 24, 2024
A Gift Tax Strategy for Business Owners to Consider NowOne way to avoid a big hit if the current exemption doubles in 2026 is through a gifting plan, says CFP Andrew Flores.
July 24, 2024
15 Most Expensive Cities for a High-End LifestyleJulius Baer tracked 12 consumer goods and eight services to gauge the cost of "living well."
July 24, 2024
Real Estate Market Is Broken for Everyone Except the Ultra RichHomes worth over $1 million were the only price segment with rising sales in June, Realtors say.
July 23, 2024
6 Traits of People Passing Down Wealth in Next DecadeHere's what to know about who's transferring wealth now, according to Altrata.
July 22, 2024
Wirehouse Veteran Sees Risk to Clients in RIA 'Behemoths'Mega-RIAs could lose what makes them different from wirehouses, Segment Wealth CEO Gil Baumgarten says.
July 22, 2024
Deutsche Bank to Expand Hiring in U.S. Wealth PushThe German bank's U.S. wealth unit wants to become one of Wall Street's main European rivals for serving the nation's ultra-rich.
July 19, 2024
Mega-RIAs Will Grow to Rival Wirehouses in Next Decade: Mariner's BicknellAdding services to meet clients' needs is crucial to that growth, Mariner Wealth Advisors' CEO says.