UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
News
House Democrats Float Bill to Close Carried Interest Tax Loophole
By Melanie WaddellThe carried interest loophole "has allowed private equity tycoons to pay lower tax rates than their secretaries," said Rep. Bill Pascrell, one of the bill's sponsors.
July 30, 2020
3 Trends Driving Growth in the Wealth Business: CapgeminiTo succeed in today's "unchartered waters," advisory firms must embrace new ways of doing things, says The Rudin Group president.
January 21, 2020
Third of Ultra-Wealthy Families Prefer Time-Limited Approach to Philanthropy: SurveyThese families want to make an impact during their lifetimes, versus the traditional approach of giving in perpetuity.