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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.
'Full Capitulation' Could Mean Opportunity Knocking
By John AuthersIt's hard to be positive about the current outlook, but news about optimistic earnings forecasts might go a long way.
July 13, 2022
Naureen Hassan to Succeed Tom Naratil as UBS Americas PresidentAs expected, the wirehouse is elevating Iqbal Khan to be the sole head of global wealth management.
July 12, 2022
16 Richest Self-Made Women in the U.S.: ForbesThis year's list includes seven newcomers and seven women reappearing in the ranks.
July 12, 2022
UBS Weighs Elevating Khan to Sole Wealth Management HeadTom Naratil may keep his role as head of UBS's wealth business in the Americas, people with knowledge of the deliberations said.
July 11, 2022
Biden's Economic Plan Hits Crunch TimeHere's the status of tax, Medicare, drug pricing and other changes in the latest package, which aims to raise about $1 trillion in revenue.
July 11, 2022
Investors Should Think Risk Factors, Not Asset ClassesThe markets likely will keep oscillating between concerns over interest rates and credit risks before key economic and policy issues are resolved.
July 08, 2022
Billionaires Can't Get Enough of Private EquityThe ultra-wealthy are stepping up as pension funds and endowments reach their limits.
July 07, 2022
Democrats Plan to Close Tax Loophole to Extend Medicare SolvencyIndividuals earning over $400,000 a year could pay a 3.8% health surcharge on pass-through business income.









