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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.
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEO
By John ManganaroThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.
September 25, 2023
Avoid Year-End Stress: Discuss Charitable Giving With Clients NowThe best charitable giving decisions are often made in advance. Here are 10 issues to discuss.
September 25, 2023
Wells Fargo Preps for Wealth Battle After $1B TurnaroundThe bank wants to lure hundreds of independent advisers to FiNet, says wealth and investment chief Barry Sommers.
September 25, 2023
15 Business Schools Whose Grads Earn the MostEleven of these schools produce business graduates with median mid-career salaries in the six figures, PayScale reports.
September 24, 2023
Medicare's Chief Actuary Grades a Proposal to Hike Taxes on the WealthyA bill expandiing the Net Investment Income Tax could keep Medicare solvent for 75 years, Paul Spitalnic predicts.
September 18, 2023
This Insurance Policy Works Like a '2-Way Roth IRA,' UHNW Advisor SaysPrivate placement life insurance can be valuable for wealthy clients, but misunderstandings abound, says Cresset's Aiden Elliott.
September 15, 2023
The Big Estate Tax Exemption Cut Is Just One Planning Trend to FollowOther developments to watch: Irrevocable trusts might not be as irrevocable as they seem.
September 11, 2023
12 Steps to Closing a Deal Over a MealBefore talking business, you want to create a "wow" moment.