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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.
How UBS Bought Credit Suisse for a Song — With Morgan Stanley's Help
By Jan-Henrik Foerster, Aaron Kirchfeld & Katherine GriffithsUBS paid about double what it spent on its failed purchase of Wealthfront and got more than 50 times the client assets.
April 03, 2023
Advisors Are Leaving a Shocking Gap: Howard SharfmanThe wealth planner wishes colleagues thought more about a typical client's most valuable asset.
April 03, 2023
Is Sieg's Departure 'Beginning of the End' for Merrill's Thundering Herd?There's a risk the Merrill brand could be phased out over the next few years, says industry consultant Jeff Nash.
April 02, 2023
UBS to Cut Staff Up to 30%; Prosecutors Look at Credit Suisse DealFirms such as Citigroup and JPMorgan Chase are gearing up to recruit some of the wealth managers likely to be let go.
March 31, 2023
What the Latest IRS Ruling Means for TrustsTax experts say a new IRS Revenue Ruling could have a significant impact on wealthy clients using certain types of trusts.
March 30, 2023
7 Estate Planning Challenges to Tackle TodayThe current interest rate climate and tax-friendly framework could shift, so financial advisors and their clients need to act soon.
March 29, 2023
First Republic's Rich, Vocal Clients Mull What to Do With Their MoneyIt's "the banking equivalent of Sophie's Choice," said a real estate investor, who's been a First Republic client since 2007.
March 29, 2023
10 Fun Ways to Meet Wealthy ProspectsPeople tend do business with people they like. Meet them socially, get them to like you and then see where it goes.