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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.
Lazard Fires Head of Financial Advisory Unit for Inappropriate Behavior at Party
By Dinesh Nair & Eyk HenningLazard's incoming CEO Peter Orszag told staff about the development in an internal memo Sunday.
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.
June 27, 2023
UBS Plans to Cut Over Half of Credit Suisse WorkforceBankers, traders and support staff in Credit Suisse's investment bank in several locations should likely bear the brunt of the cuts.
June 26, 2023
Can Congress Tax Unrealized Gains as Income? Supreme Court May DecideThe case, Moore v. United States, could have implications for the debate over wealth taxes.
June 23, 2023
What an RIA Can Do for Retiring Business Owners That an Investment Bank Won'tDeal structures and tax mitigation strategies aren't the only things retiring business owners need help with.
June 22, 2023
How to Help Employee Advisors Who Want More IndependenceFor many advisors, independence is just a bridge too far. But greater autonomy and control are often closer than they realize.
June 22, 2023
Charitable Giving in Focus on June 27 WebcastJoin this expert panel discussion on trends in philanthropy, the use of donor-advised funds and more updates for advisors and their clients.