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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.
8 Trends in the Art Market
By Michael S. FischerA recent Bank of America report provides some talking points for advisors helping clients navigate this alternative investment.
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.
April 29, 2024
11 Best Luxury Hotels in the U.S.: MichelinNews for wealthy, travel-loving clients: The publisher of the famed restaurant ratings has introduced "Michelin keys."
April 26, 2024
Top 12 Hotspots for Millionaire HomeownersThe number of U.S. households earning $1 million or more annually grew 446% between 2017 and 2022.