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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.
Tax Breaks for Kids, Companies Are Suddenly Brewing in Congress
By Laura DavisonRepublicans want $45 billion in business-related tax breaks; Democrats prefer a full extension of last year's $100 billion child-tax benefit.
October 17, 2022
11 'Credentials' That Give You an In With the WealthyMost of these credentials don't involve going back to school; you likely have several already.
October 14, 2022
11 Colleges That Mint Future Billionaires: ForbesOne-quarter of this year's Forbes 400 richest Americans attended one of these institutions.
October 13, 2022
16 Richest Women in the U.S.: Forbes, 2022We combed through the latest Forbes 400 to identify the wealthiest women.
October 13, 2022
Athletes May Live a Very Long Time in Retirement: Idea FileRonnie Kaymore has clients who sign giant contracts, and face big career risks.
October 11, 2022
10 Ways Wealthy Prospects Judge Your SincerityPeople who are constantly asked to do business have a keen eye for who's being genuine.
October 11, 2022
Inside the Minds of Younger HNW InvestorsYounger and older investors have starkly different views on the best way to build wealth in the future.
October 10, 2022
11 Ways Tax Planning Can Grow Your FirmTax planning can help advisors increase referrals, organic growth and AUM, Angie Herbers says.