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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.
Meet the Ex-NFL Player Whose UBS Team Keeps Athletes and Entertainers From Going Broke
By Jane Wollman RusoffFinancially successful athletes and celebrities must focus on the "three L's," Adewale Ogunleye tells ThinkAdvisor.
June 30, 2022
Vanguard Sues a Former Top Advisor, Saying He Poached UHNW ClientsMatthew Philip Snipes, who had managed $4.75 billion in assets, violated agreements when he broke away, Vanguard says.
June 29, 2022
UBS to Pay $25M SEC Penalty Over Complex Options StrategyUBS advisors sold the Yield Enhancement Strategy even though some didn't understand the risks themselves, regulators say.
June 29, 2022
Democrats Weigh Paring Biden Tax Hike to Win Over ManchinThe changes could mean that wealthy households and U.S. corporations end up facing smaller tax hikes than first planned.
June 28, 2022
10 Ways to Find Business This Summer"Sell in May and go away" is not helpful advice when you want to grow your business.
June 23, 2022
3 Ways Alternatives Can Help Advisors Manage Investor EmotionsAlternatives can support clients in staying the course and offer them protection in bad times.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 22, 2022
S&P 500 Hasn't Had Such a Bad First Half Since the Nixon EraA 1970's-style inflation shock could send the index crashing about 33% from current levels to 2,525, says Societe Generale strategist Manish Kabra.