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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.
Are Advisors Ready for a 'Gray Divorce' Explosion?
By Jane Wollman RusoffAn expected divorce wave after the pandemic means many boomers will be looking for new advisors, Haleh Moddasser tells ThinkAdvisor.
May 20, 2021
Democrats Mull Weakening Biden Tax on Capital Gains for EstatesOne idea being discussed is to allow beneficiaries to defer the tax bill on estates for as long as heirs hold the assets.
May 19, 2021
10 Things Never to Say to Wealthy ClientsBefore using a phrase that could alienate your client, consider these suggestions for what to say instead.
May 18, 2021
Wealthy Americans Boosted Giving to Local Causes in 2020: StudyA recent poll reveals three distinct shifts in giving behavior related to the pandemic.
May 06, 2021
Weber Says UBS Should Consider a Chairwoman After He LeavesThe global investment bank is planning to appoint the successor to Weber, 64, at its 2022 general meeting.
April 28, 2021
World's Top 10 Multimillionaire HotspotsThese cities have the most residents with $5 million to $30 million in assets, according to Wealth-X.
April 28, 2021
Biden Unveils $1.8T Family Plan, Tax Hike ProposalsNotably, the plan does not include an estate tax increase or an expansion of the SALT deduction.
April 27, 2021
Creative Planning Strikes Its First 2021 Deal, Opens NonprofitIt acquired Castle Wealth Advisors and started Pathway Financial Education as a resource for underserved kids, adults and small-business owners.