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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.
Best & Worst Broker-Dealers: Q1 Earnings, 2024
By Janet LevauxSeven large firms reported improved earnings in the first quarter, while profits dropped at four.
May 20, 2024
Buying a Jet? Need a Pet Therapist? The Concierge Is On ItGeller, a multi-family office, can help ultra-wealthy clients even with unusual financial tasks, Mona Manahi says.
May 17, 2024
Applying A Holistic Financial Planning Approach To Achieve AlphaJoin this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.
May 16, 2024
UBS Considering U.S. CEO Role in Strategic RevampThe firm is the largest wealth manager in the world outside the U.S., where it's struggled to expand.
May 14, 2024
Envestnet Highlights Tech Progress Amid Rumors of Acquisition TalksThe firm's Elevate 2024 conference kicked off this week in Phoenix.
May 14, 2024
JPMorgan, RBC Grab Merrill Teams With $30B in AssetsEric Gray and Lance Polverini say moving their $28 billion practice will bring their work to the next level.
May 13, 2024
Why Goldman Bought, and Sold, United CapitalExecutives thought they could best serve RIAs by buying one. The reality was not what they expected.
May 09, 2024
World's Top 15 Cities for Millionaires: 2024The number of millionaires in New York rose 48% in a decade; in Beijing, it nearly doubled.