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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.
At Schwab Charitable, Giving Jumped 31% in 2023
By John ManganaroThe firm's account holders granted nearly $1.5 billion during the holiday season alone.
January 18, 2024
Vanguard Offers New Digital Estate Planning ToolsThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.
January 17, 2024
Merrill Team Forms RIA to Serve 'Family Next Door'The $420 million group is "a great fit for the independent wealth arena," Dynasty head Shirl Penney says.
January 17, 2024
Why Suze Orman Shunned a Million-Dollar PenthouseDon't assume that your wealthiest clients can't spend their way into liquidity problems, the bestselling author warns.
January 17, 2024
JPMorgan to Hire This Year on Wealth, Dealmaking RevivalUnlike some rivals, "the number of people we employ has been growing and not shrinking," said President Daniel Pinto.
January 16, 2024
AssetMark Launches New Tax Management Services for AdvisorsThe new offering is intended to help advisors more efficiently tailor their strategies to each client.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
January 16, 2024
Goldman Sachs' Wealth, Stock Trading Groups Drive Jump in ProfitsIn the fourth quarter, the bank posted a $349 million gain from the sale of the former United Capital business.