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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.
Trump Cautions GOP on Tax Hike for Rich, But He’s ‘OK’ With It
By Skylar WoodhouseTrump has floated a new 39.6% tax bracket for individuals earning at least $2.5 million.
May 07, 2025
9 Services Ultra-Wealthy Clients WantA large share of the wealthiest investors have needs that advisors aren't meeting, a CEG report finds.
May 07, 2025
SALT Republicans Have to Accept ‘Unhappy’ Deal, GOP Chair WarnsThere will be a boost to the $10,000 cap on this deduction, but not as much as some states want.
May 06, 2025
World's 15 Richest Women: Forbes, 2025About 13% of the planet's billionaires are female, the magazine reports.
April 30, 2025
Edward Jones Adds Alt Investments, Advanced Planning for HNW ClientsThe firm entered into a relationship with CAIS, an alternative investment technology platform for financial advisors.
April 30, 2025
The 1% AUM Fee Is Fading: CerulliFinancial professionals must adapt their fee structures to cater to the next generation of clients, a study found.
April 24, 2025
Silver Lining Amid Market Turmoil? Company Stock DistributionsThe net unrealized appreciation strategy can make sense for clients anticipating lower tax rates down the road.
April 23, 2025
Trump Says Millionaire Tax Would Push Wealthy to Leave the U.S.But some Republicans are open to raising levies on top earners to help pay for other parts of Trump’s agenda.