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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.
Avoiding Tax Advice Liability: 9 Things Advisors Must Know
By John ManganaroAdvisors can't file returns for clients, but there's still a lot they can do on the tax front.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
January 04, 2024
Mercer Advisors Buys Colorado Wealth FirmIt's scooping up Transitions Wealth Management, which was founded by CPAs and now has $465 million in AUM.
January 03, 2024
Peter Mallouk's Predictions for Advisors, Firms and the Markets in 2024The Creative Planning CEO also shares his resolution for this year and what most surprised him in 2023.
January 03, 2024
8 Reasons to Focus on Wealthy Clients' DebtVirtually all investors have liabilities, but advisors are often ill-equipped to map that side of balance sheets.
January 02, 2024
Watch These Billionaires in 2024Elon Musk once again became the world's richest person, leading the 500 wealthiest to $1.5 trillion in gains.
January 02, 2024
3 Reasons RIAs Should Offer Multi-Family Office ServicesThese services can prove highly attractive to UHNW families with multi-generational wealth and complex financial needs.
January 02, 2024
Meet the First Woman With a $100 Billion FortuneShe's also the 12th richest person in the world, just behind Mexico's Carlos Slim, according to Bloomberg.