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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.
Biden's Economic Plan Hits Crunch Time
By Erik WassonHere'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 07, 2022
Democrats Plan to Close Tax Loophole to Extend Medicare SolvencyIndividuals earning over $400,000 a year could pay a 3.8% health surcharge on pass-through business income.
July 06, 2022
Meet the Ex-NFL Player Whose UBS Team Keeps Athletes and Entertainers From Going BrokeFinancially successful athletes and celebrities must focus on the "three L's," Adewale Ogunleye tells ThinkAdvisor.
July 05, 2022
Believe It or Not, the Market Has 3 Silver LiningsFor long-term investors, it will prove beneficial that the markets are exiting an artificial regime maintained for far too long by the Fed.
July 01, 2022
15 Countries With the Most BillionairesThese countries are home to more than three-quarters of the world's billionaires, according to Altrata.
June 30, 2022
Vanguard Sues a Former Top Advisor, Saying He Poached UHNW ClientsMatthew Philip Snipes, who had managed $4.75 billion in assets, violated agreements when he broke away, Vanguard says.
June 29, 2022
UBS to Pay $25M SEC Penalty Over Complex Options StrategyUBS advisors sold the Yield Enhancement Strategy even though some didn't understand the risks themselves, regulators say.
June 29, 2022
Democrats Weigh Paring Biden Tax Hike to Win Over ManchinThe changes could mean that wealthy households and U.S. corporations end up facing smaller tax hikes than first planned.