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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.
Global Atlantic Adds $2.4B in Life and Annuity Deal Cash
By Allison BellThe KKR subsidiary sees this as a good time to offer reinsurance.
July 05, 2023
U.S. Bank Aims for 1 Million Wealth Management ClientsThis goal would essentially double the firm's wealth management business.
July 05, 2023
How an Ex-Goldman Advisor Serves Wealthy Clients in High-Stakes TransitionsOwners of closely held businesses face tremendous challenges when it's time to liquidate their wealth, Gary Hirschberg says.
July 05, 2023
Lazard Fires Head of Financial Advisory Unit for Inappropriate Behavior at PartyLazard's incoming CEO Peter Orszag told staff about the development in an internal memo Sunday.
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
July 03, 2023
6 Reasons to Check In With Estate Planning Clients Before Year-EndBig changes in the estate tax framework are coming, and clients with legacy plans have much at stake.
June 30, 2023
Why $100B of Wealth Moved to the SoutheastMeanwhile, the Northeast bled out about $60 billion, based on a review of recently published IRS data.
June 30, 2023
10 Best Restaurants in the World: 2023These eateries likely will impress even the wealthiest clients or prospects — if you can get a reservation.