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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.
UBS Expands Into 'Brazilian Texas' to Reach Newly Minted Millionaires
By Cristiane LucchesiUBS has 1,300 employees, including 570 wealth advisors, dedicated to 50,000 Latin American private-banking clients.
November 01, 2022
12 Luxury Brands That Get You Noticed in the Wealthiest CirclesOnce you are in the right crowd, you want to send the right signals that you belong there.
October 31, 2022
Got Crushed in the Market? Harvest Losses to Lower TaxesIt's been a rocky year in the markets for investors, but smart moves now can make their taxes less painful in April.
October 31, 2022
12 Restaurant Suggestions to Have Ready When Dining With the WealthyHave some solid suggestions at the ready and you can entertain prospects over a good meal at a reasonable price point.
October 31, 2022
How Do You Survive THIS? A Top NFP Agency Builder Explains.Howard Sharfman says success in wealth management starts with working on your grit. Every day.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
October 27, 2022
Why Fixed Indexed Annuities Are BackWith the big jump in bond yields, advisors need to reevaluate the best retirement income strategies for clients.
October 27, 2022
Credit Suisse Posts $4B Loss Ahead of Crucial RevampThe firm also plans to cut thousands of jobs as it looks to put an end to years of scandals and management missteps.