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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.
Morgan Stanley to Let Wealthiest Clients Invest in Private Companies
By Jeff BermanThe wirehouse's new Direct Investment Access Program will be open to clients with at least $20 million in assets.
November 03, 2021
IRA Holders Can Reap Extra Tax Benefits With This Charitable StrategyQualified charitable distributions are more than a giving strategy; they can help retirees reduce RMDs and taxable income.
November 02, 2021
How Super-Wealthy Americans Fare Under Biden's New Tax PlanHardest hit are those who make lots of money but have few legal options for sheltering it, like business owners.
October 28, 2021
Biden Unveils Revamped Tax, Spending Plan With New Taxes on MillionairesThe $1.75 trillion package includes additional tax on incomes above $10 million.
October 27, 2021
Democrats' Billionaire Tax Plan Puts About 700 People in SightsThe plan, which would take effect in 2022, requires billionaires to pay taxes on all their appreciated tradable assets to date.
October 27, 2021
How Ultra-Wealthy Clients Value Tangible AssetsA Wharton study finds a gap between how advisors view portfolio risk and how uber-wealthy clients define it.
October 27, 2021
Meet the Winners: LUMINARIES in Executive Leadership, 2021 — PeopleMeet the individuals being honored for their work in executive leadership that is driving the financial industry forward.
October 26, 2021
UBS Starts Digital Wealth Bank in U.S. to Rival Wall StreetThe new digital bank, set to open in 2022, will focus on serving affluent customers with between $250,000 and $2 million in assets.