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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.
7 Worries for Ultra-Wealthy Investors in 2024
By John ManganaroPreparing for possible major tax changes is just the beginning, Ben Voelker of Mariner Wealth says.
November 09, 2023
Senators Debate Tax Avoidance Methods Used by Ultra-WealthyThe politicians did agree, though, that the current tax code invites abuse of its many grey areas.
November 09, 2023
Morgan Stanley Wealth Management Draws Fed ScrutinyThe regulatory focus is on measures to prevent potential money laundering by non-U.S. wealthy clients.
November 09, 2023
Wirehouse Comp Plans for 2024: What's In, What's OutExperts weigh in on payout changes at Merrill, Morgan Stanley and UBS and what they mean for financial advisors.
November 08, 2023
Hightower Acquires $2.5B RIAThe wealth management firm adds Resource Consulting Group, a fee-only concern based in Orlando, Florida.
November 07, 2023
UBS Kicks Out Billions of Rich Credit Suisse Client MoneyAlso, $30 billion of assets in the wealth unit were reclassified as "related to non-strategic relationships," the bank said.
November 07, 2023
Why Wealth Advisors Leave the Biggest Private Banks for Small RIAsSome advisors are happy to work within the confines of a large banking institution; others feel increasingly constrained.
November 06, 2023
How Millionaires Built Their Wealth: SurveyIn an Ameriprise survey, only Only 13% credited luck.