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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.
Divorce Looks Like Forced Early Retirement for Many Wealthy Women, Advisor Says
By John ManganaroDivorcing HNW women who weren't breadwinners can have complex planning needs, Michelle Smith tells ThinkAdvisor.
February 23, 2023
Biden's Billionaire Tax Plan Is Doomed, Estate Lawyer SaysThe plan essentially puts a double tax on appreciated assets at death, Scott Squillace tells ThinkAdvisor.
February 23, 2023
8 U.S. Universities With the Most Ultra-Wealthy GradsMore than a third of U.S. residents with $100 million or more went to one of these schools.
February 22, 2023
Top 13 Vacation Home Hotspots for the Ultra-WealthyDuring the right time of year, you'll find these cities flush with wealthy individuals on holiday.
February 21, 2023
10 Questions for Working a Room Full of StrangersKeep these questions in mind and you'll never be stuck in an awkward silence.
February 21, 2023
Cambridge Launches New Service for Advisors With Wealthy ClientsThe service "creates one entry point" offering access to a range of expertise and guidance, says Jeff Vivacqua.
February 15, 2023
From Harvard Law to High-Net-Worth AdvisorFinancial advisor David Hamilton is on a mission to help young professionals build intergenerational wealth.
February 14, 2023
AIG to Create Independent Agency to Serve Wealthiest ClientsAIG's Private Client Group will shift to the new managing general agency and be rebranded.