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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.
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?
By Ken NoparThere are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.
July 13, 2022
Integrated Partners Picks Up Exec From BNY MellonStephen Kolano has joined Integrated as Family Office managing director.
July 13, 2022
Wealthy Millennials Have High Degree of Trust in Advisors: SurveyAs they build their wealth, millennials are asserting priorities when it comes to how they invest.
July 13, 2022
Naureen Hassan to Succeed Tom Naratil as UBS Americas PresidentAs expected, the wirehouse is elevating Iqbal Khan to be the sole head of global wealth management.
July 12, 2022
16 Richest Self-Made Women in the U.S.: ForbesThis year's list includes seven newcomers and seven women reappearing in the ranks.
July 12, 2022
UBS Weighs Elevating Khan to Sole Wealth Management HeadTom Naratil may keep his role as head of UBS's wealth business in the Americas, people with knowledge of the deliberations said.
July 11, 2022
Biden's Economic Plan Hits Crunch TimeHere's the status of tax, Medicare, drug pricing and other changes in the latest package, which aims to raise about $1 trillion in revenue.
July 11, 2022
Investors Should Think Risk Factors, Not Asset ClassesThe markets likely will keep oscillating between concerns over interest rates and credit risks before key economic and policy issues are resolved.