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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.
What to Do When Generations Clash Over Philanthropy
By Craig StylesWhen family values evolve over time, advisors can help resolve conflicts and maintain harmony.
April 04, 2023
Rockefeller Capital Gets $622M for Selling 21% StakeThe firm, led by Greg Fleming, oversaw $100 billion in client assets as of March 31 and is now valued at $3 billion.
April 04, 2023
Best Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2023A study finds that satisfaction with advisors has fallen with market performance, showing advisors need to do more.
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.