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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.
8 Bitcoin Tax Facts to Know
By Emily HolbrookAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 22, 2021
Ultra-Wealthy Measure Wealth Differently Than Many Advisors: ReportNearly 90% of ultra-wealthy investors see tangible assets as part of their wealth, but only 53% of advisors do, Chubb and Wharton found.
December 20, 2021
Wealthiest Americans Feel Relief as Tax Hikes Are Canceled for NowManchin's vote against Biden's economic plan means rich Americans escape tax hikes, saving hundreds of billions of dollars over the next decade.
December 20, 2021
There's 'Never Been a Worse Time to Retire': Ron Surz"The target-date industry is failing people," says the industry veteran, who offers specifics on how advisors can help clients.
December 20, 2021
Manchin Outlines Tax, Policy Changes He Wants in Biden BillThe senator wants a revised bill that deeply overhauls the tax code to make it fairer and lowers the cost of more prescription drugs.
December 16, 2021
15 Richest Americans in Finance, Investments: ForbesFrom Real-Time Billionaires rankings, ThinkAdvisor identified the 15 financiers and investors at the top of the pecking order.
December 15, 2021
20 Richest Women in the U.S.: ForbesMeet the wealthiest women in the United States, who collectively are worth close to $400 billion.
December 14, 2021
Debate: Should Congress Raise the SALT Cap?Professors Robert Bloink and William H. Byrnes discuss whether the House or Senate tax cap proposal would serve Americans better.