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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.
10 Most Undervalued REITs: Morningstar
By Michael S. FischerThanks to their steep share-price declines, many of these high-yielding stocks are now trading at big discounts, analysts say.
August 12, 2022
BlackRock Offers Bitcoin Investing to Big Institutional ClientsThe new private Bitcoin trust seeks to track the price of the biggest cryptocurrency, the asset manager says.
August 11, 2022
12 States High Earners Are Flocking ToThese states saw the greatest influx of high-income earners in 2020, according to a SmartAsset analysis.
August 09, 2022
States Slash Taxes Most in DecadesThe state-level largesse is being financed by a broad-based jump in tax collections in the wake of the pandemic, a survey finds.
August 08, 2022
Where 11 Advisors Are Telling Clients to Park Their Cash: Advisors' AdviceNow's a good time to discuss if clients can get higher returns in short-term investments and bank products.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.
August 07, 2022
Winners and Losers in Democrats' Signature Tax and Energy BillHere's a look at which groups and politicians come out on top and who takes a hit from the landmark bill, which now moves to the House.
August 05, 2022
Wealthy Americans Escape Tax Hikes in Bill But Would Face Beefed-Up IRSTop-earners should prepare for audit levels not seen in decades, including reviews of complex financial dealings like cryptocurrencies and offshore investments.