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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.
For CPAs, Elite Planning. For RIAs, Richer Clients.
By Jane Wollman RusoffAdvisors in IP's CPA Alliance can gain clients 10 to 30 times wealthier than their average clients, Paul Saganey says.
November 30, 2022
The 10 Best Bars in the World: 2022You never know who you might meet over a cocktail, especially at these top-ranked establishments.
November 28, 2022
10 Billionaires Who Have Lost Big in 2022With slumping markets and a few spectacular meltdowns, it's been a volatile year for some of the world's richest.
November 23, 2022
Family Offices Flourished in 2021: StudyResearch found that North American family offices outperformed their global peers with an average portfolio return of 15%.
November 23, 2022
From Tom Brady to Shaq, FTX's Celebrity Promoters May Be On the Hook for DamagesThe stars' wealth makes them a juicy target for investors looking to recover some losses from the bankrupt cryptocurrency exchange.
November 22, 2022
16 Over-the-Top Luxury Gifts for 2022From handbags to watches, here are 16 presents your wealthiest clients might consider for their nearest and dearest.
November 22, 2022
Family Offices Go Digital With Pershing-Arta DealBNY Mellon | Pershing CEO Jim Crowley and Arta CEO Caesar Sengupta explain how the new platform could impact advisors and wealthy clients.
November 22, 2022
Wealth Managers With the Best & Worst Apps, Websites: J.D. PowerBased on responses from some 6,400 full-service and self-directed investors, the results show the critical role of technology.