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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.
Top 15 Cities for the Super-Wealthy
By Michael S. FischerThese cities have the most residents with at least $100 million in assets.
October 17, 2022
Credit Suisse Said to Begin Sale of U.S. Asset Management ArmIt shares have fallen more than 48% this year, giving it a market value of about $12 billion.
October 17, 2022
Interest Rates Will Hit 9% If Inflation Persists: Mark MobiusThe former Franklin Templeton executive also warns that commodity prices could be hurt by cooling demand.
October 17, 2022
11 'Credentials' That Give You an In With the WealthyMost of these credentials don't involve going back to school; you likely have several already.
October 14, 2022
11 Colleges That Mint Future Billionaires: ForbesOne-quarter of this year's Forbes 400 richest Americans attended one of these institutions.
October 13, 2022
16 Richest Women in the U.S.: Forbes, 2022We combed through the latest Forbes 400 to identify the wealthiest women.
October 13, 2022
Athletes May Live a Very Long Time in Retirement: Idea FileRonnie Kaymore has clients who sign giant contracts, and face big career risks.
October 11, 2022
10 Ways Wealthy Prospects Judge Your SincerityPeople who are constantly asked to do business have a keen eye for who's being genuine.