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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.
Senate Democrats Mull Taxes on Stock Buybacks, Excess CEO Pay
By Kaustuv Basu and Steven T. DennisSenate Democrats are discussing a wider range of tax proposals than President Joe Biden has proposed.
August 24, 2021
LUMINARIES Class of 2021: Thought Leadership — FirmsMeet the firms being honored for excellence and innovation in thought leadership that is driving the financial industry forward.
August 23, 2021
Hightower Takes Stake in $800M Denver RIAHightower would not disclose the size of its investment but says the transaction involves both cash and equity.
August 18, 2021
Top 14 Advisory Services Clients Want, but Aren't GettingLess than 10% of clients actually receive some of these services even though the vast majority expect them, a Spectrem survey found.
August 12, 2021
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTsCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.
August 12, 2021
11 Ways to Play 'See and Be Seen'To build your business, you need to know how and where to seek out the people you want as clients, prospects or friends.
August 06, 2021
Advisor to World's Richest Families Has $3.6B FortuneByron Trott's Rolodex has included Warren Buffett, the Waltons, Kochs, Wrigleys and Pritzkers.
August 05, 2021
How Donors Can Better Utilize Charitable Giving: BNY Mellon Wealth ManagementThe annual report addresses potential opportunities for donors to better realize financial and tax benefits.