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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.
Meet the First Woman With a $100 Billion Fortune
By Tara PatelShe's also the 12th richest person in the world, just behind Mexico's Carlos Slim, according to Bloomberg.
December 29, 2023
Everything Wall Street Got Wrong in 2023Three calls — sell U.S. stocks, buy U.S. Treasury bills and purchase Chinese stocks — formed the consensus view.
December 29, 2023
The Biggest Gaps in RIAs Today: Joe DuranHere's what stands between midsize firms and the national market, according to the former United Capital CEO.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.
December 27, 2023
The Secret Perks of Investing in TravelBy owning as little as a single share in some firms, you could get instant perks like hotel upgrades and cruise credits.
December 27, 2023
It Was a Tough Year for Almost Every Bank Not Named JPMorganThe buyer of First Republic Bank has seen its stock soar 26% in 2023, outpacing its major competitors.
December 26, 2023
Freeze an Asset's Value With an Installment Sale: Tax LawyerWhen done right, these transactions "can produce eye-popping transfer tax savings," CBS Brokerage exec Jack Elder says.
December 25, 2023
Wall Street Wins Bid to Keep Non-Compete Clauses in New YorkNew York would have become the second most populous state to ban these clauses, joining California.