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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.
5 Top Planning Issues for Family Properties
By Arne Boudewyn & Nancy AmickThese assets are often imbued with memories, history and intermingled finances, warranting careful consideration and planning.
June 07, 2024
Wealthy Families Fuel $20B Private Equity Buyout WaveThey've made a mark on Wall Street as go-to sources of capital for investment firms like KKR & Co. and Silver Lake.
June 07, 2024
New Book Blames Yuppies for Trump, Housing — Basically EverythingTheir success came from a changing economy organized around manufacturing money into more money, says author Tom McGrath.
June 07, 2024
Cresset Acquires 130-Year-Old Family Office Firm in MichiganThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
June 07, 2024
Supreme Court Rules Against Estate in Business Buy-Sell CaseA stock redemption agreement didn't offset the value of the life insurance used the arrangement, the justices found.
June 06, 2024
Pershing X Updates Wealth Management PlatformThe features, including an interconnected client portal, were revealed at the firm's annual financial advisory conference.
June 06, 2024
JPMorgan Wealth Unit Adds Execs From UBS and FidelityJane Bailey is now CFO of the business, while Jennifer Barrett leads content and communications.
June 06, 2024
Citizens CEO Plots a Continued Expansion of Wealth BusinessesSince last year, the bank has hired some 220 private bank employees and Morgan Stanley wealth veteran Paul Casey.