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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.
5 Tips for Successfully Passing Down Wealth
By Ken EylerClients should educate children early on value of money and include them in financial planning discussions.
March 31, 2022
Schwab's Direct Indexing Platform to Launch in AprilSchwab's direct indexing fees are set to start at 0.40%, which matches the planned Fidelity Managed FidFolios.
March 31, 2022
CI Financial Scoops Up $11.4B Eaton Vance Wealth Business From Morgan StanleyThe deal expands the firm's Boston presence and brings CI Private Wealth assets in the U.S. to $133 billion.
March 30, 2022
Don't Leave Retirement-Account Tax Surprises to Clients' HeirsThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 30, 2022
Biden's Billionaire Tax Would Punish Long-Term InvestorsThe plan is a mess, and its main benefit could be achieved by eliminating one loophole in the tax code.
March 28, 2022
Biden Adds New Tax on Wealthy to $5.8T BudgetThe plan calls for a minimum 20% tax rate on income, unrealized capital gains of those worth $100 million as part of $2.5 trillion in tax hikes.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."