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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.
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.
By Jane Wollman RusoffAfter creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 26, 2023
Schwab Retirement Unit Wants to Expand Deferred Comp ServicesThe new capabilities will be launched in partnership with Newport, which has decades of experience in the deferred comp arena.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 20, 2023
IRS Faces Uproar Over Draft Regulations for Client-Owned InsurersThe IRS thinks many are scams. Critics say its proposed response is unworkable.
July 20, 2023
Industry Veteran Voted 2024 CFP Board Chair-ElectElizabeth Miller founded Summit Place Financial Advisors in New Jersey and serves as its president.
July 19, 2023
Americans Feel Unprepared to Inherit Money: SurveyRespondents to a New York Life survey also said they had an average $135,000 saved for retirement.
July 18, 2023
Most Wealthy Investors Choose the First Advisor They Meet: SurveyThe most common reason respondents gave for switching advisors was that the relationship was a bad match.
July 17, 2023
New Jersey RIA Pathstone to Buy Multifamily Office VeritablePennsylvania-based Veritable has 200 clients with average assets of more than $75 million each.