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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.
Cambridge Launches New Service for Advisors With Wealthy Clients
By Jeff BermanThe service "creates one entry point" offering access to a range of expertise and guidance, says Jeff Vivacqua.
February 14, 2023
11 Mindset Shifts That Lead to Business GrowthThe first step to better results is reframing the beliefs that hold you back.
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 09, 2023
How an Advisor Invests NFL Players' Wealth"Don't invade the principal!" Lee Rawiszer urges his clients from the Chicago Bears, Minnesota Vikings and New York Giants.
February 07, 2023
Biden Will Call for Billionaire Tax, Bigger Levy on Stock BuybacksThese proposals will be highlighted by the president tonight in his State of the Union address.
February 02, 2023
Why Wealth Taxes Have Always Been a Terrible IdeaA 1% or 2% wealth tax may sound small, but it's actually very large compared with current tax rates.
February 01, 2023
Commonwealth Rolls Out Private Wealth Designation ProgramThe CPWA designation is for advisors who want to meet the complex needs of wealthy clients.
February 01, 2023
What Are Tom Brady's Retirement Options?The quarterback has earned over $332 million from 23 seasons in the NFL, according to financial database Spotrac.