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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.
'Buy the Dip' Is No Longer a Sure Thing for Investors
By Mohamed A. El-ErianThe war has aggravated an unpleasant start to 2022 for stock investors; the top U.S. stock indexes are now down 10-18% this year.
March 04, 2022
Debate: Should Clients Use a Backdoor Roth IRA in 2022?Should high-income clients use this strategy while they can, or are they risking a tax headache in the future?
March 04, 2022
Should You Generate Income via Stablecoin Lending?Stablecoin lending is a new way to earn passive income. Here's what advisors should know about it.
March 04, 2022
Los Angeles Mega-Mansion Sells for $141M at AuctionThe 21-bedroom, 49-bath Bel Air hilltop estate — dubbed "The One" — had a list price of $295 million.
March 04, 2022
Credit Suisse, UBS Wealth Clients Face Margin Calls on Russian AssetsSwiss banks are asking rich clients to post more collateral after cutting lending values on Russian securities, say people familiar with the matter.
March 03, 2022
UBS Restructures Unit for Wealthiest Clients, Stadler Steps DownIt's one of the biggest overhauls yet under CEO Ralph Hamers, now in his second year running the Swiss bank.
March 03, 2022
Citigroup Plans to Target Independent Advisors in Wealth Management PushThe bank is working with InvestCloud to offer the products to nearly 150 wealth management firms on that company's platform.
March 02, 2022
Creative Planning Buys HNW-Focused New York RIAThe Doman Group manages $400 million and has a specialty service for professional athletes and entertainers.