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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.
Mercer Nabs Another RIA in Colorado
By John ManganaroThe firm's latest acquisition in the state adds $675 million in assets and some 500 new client families.
November 07, 2024
Family Office Rolls Out New Tax Overlay ProgramThe Aris Investing tools will help Callan's partners make personalized, tax-aware trading decisions for wealthy client portfolios.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
November 06, 2024
Millionaire Tax Approved by Illinois VotersWhile the proposal has no legal effect, the vote opens the door to a new debate over ramping up taxes on the rich.
November 06, 2024
What Trump's Win Means for Estate Tax PlanningOne tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.
November 06, 2024
Ahead of Key Tax Fight, Republicans Win Senate ControlRepublicans have said they intend to extend Trump's 2017 tax breaks and roll back regulations on energy production.
November 06, 2024
What the Markets Think of Trump 2.0Stock futures are surging on his business-friendly agenda, but no such cheer is evident in fixed income.
November 05, 2024
Where to Find 4 Types of Wealthy ClientsPotential clients can be broken down, broadly, by how much they have and how much they earn.