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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.
Goldman's CEO Says He's Optimistic About 2024 as Markets Rebound
By Sally BakewellLast year, the bank embarked on one of its biggest rounds of job cuts ever, eliminating 3,200 jobs.
March 12, 2024
UBS Catch-Up on U.S. Wealth Market Will Take Time: ErmottiThe Swiss bank plans to use parts of Credit Suisse's more muscular investment bank to serve its wealth management clients.
March 12, 2024
Treasury Proposes Curbs on Use of Life and Annuities in Wealth PlanningClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 12, 2024
Biden Floats $2 Co-Pay Limits on Popular Drugs Under MedicareThe caps proposed in Biden's budget would apply to blood pressure and cholesterol drugs.
March 11, 2024
12 Tax Changes in Biden's Second-Term AgendaBiden is seeking higher levies on investors and large businesses, while preserving some of his rival's cuts.
March 11, 2024
Biden Floats Net Investment Income Tax Hike in New BudgetThe administration hopes to squeeze $84 billion out of trusts, and a little out of private placement life insurance.
March 11, 2024
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax AttorneyFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 08, 2024
3 Female Advisors Launch Women-Focused RIAOne focus for Expressive Wealth will be creating more visibility for women in the profession, the CEO said.