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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.
Crypto Gifts Surge at Fidelity's Philanthropic Powerhouse
By Ben Steverman and Sophie AlexanderFidelity Charitable received $331 million in digital assets last year through its donor-advised funds, or DAFs.
February 08, 2022
The ABCs of NFTs: What You Need to KnowHere's what you should understand about non-fungible tokens in order to educate your clients about this emerging asset class.
February 08, 2022
Betterment Buys Crypto-Focused RIAThe robo–advisor says it is acquiring Makara, an RIA that sells automated cryptocurrency portfolios.
February 02, 2022
This Top-Ranked Advisor Has Never Been Fired by a Widowed ClientThe fastest way to alienate widows is to rush into portfolio discussions, Spuds Powell, ranked No. 1 by Barron's and Forbes, tells ThinkAdvisor.
February 01, 2022
How Advisors Can Help Wealthy Clients Through 'Gray Divorce'Divorcing clients need to have a complete financial understanding regarding the division of their hard-earned assets.
February 01, 2022
Hightower Takes Stake in Business Manager to the WealthyGrant Tani Barash & Altman does bill payment, tax preparation and related services for high-net-worth clients in Los Angeles and nationwide.
February 01, 2022
Tom Brady Officially Announces Retirement From FootballBrady finishes his career with seven Super Bowl championships, three MVPs and five Super Bowl MVPs.
January 31, 2022
Why I'm Bearish on Stocks NowOf the last 14 instances of policymakers tightening credit, 13 led to business downturns.