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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.
9 Phrases That Open Doors With Prospects
By Bryce SandersSome are useful in social situations, while others can lead you to "aha" moments of your own.
May 04, 2024
How Morgan Stanley Wows Its Ultra-Wealthy ClientsIts Signature Access Lifestyle Advisory offers services that go far beyond portfolio management, says Valerie Wong Fountain.
May 02, 2024
With Fresh Genstar Funding, Cetera Charges AheadThe firm is building on some big-ticket acquisitions after its recent recapitalization, Cetera Holdings CEO Mike Durbin says.
May 01, 2024
JPMorgan Embraces Family Offices, With 'Very Tailored' AdviceThey offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.
May 01, 2024
Sanctuary Wealth Buys $12.5B RIA Platform tru IndependenceOnce combined, the firms will support some 120 independent wealth management shops with $42 billion of client assets.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 30, 2024
Yellen and Republicans Spar Over Tax CutsThe Treasury chief says Biden wants revenue-raising measures to cover cuts in place for those earning under $400,000.
April 29, 2024
Why Invest in Private Markets?It's possible to ride along with top-quartile funds found in multibillion-dollar institutional portfolios.