by
Jennifer Epstein and Zach Williams
Manhattan’s billionaire condo buyers would lose the ability to keep their identities secret in real estate deals if a measure before Governor Kathy Hochul becomes law...
by
Oxford Analytica
For the first time, the Financial Stability Oversight Council, in its annual report released on December 14, mentioned artificial intelligence (AI) as an “emerging vulnerability in the financial...
by
PW Staff
Here are the key factors that prompt clients to reconsider their advisory partnerships.
by
James G. Blase
A donor-advised fund can help retirement plan beneficiaries with the tax bite.
by
PW Staff
Here are some tips on how to help your clients organize and streamline in late middle age.
by
Jennifer Lea Reed
The percentage of Americans willing to pay for financial advice has increased to 63% in 2022 from just 38% in 2009, according to a new Cerulli report...
by
Russ Alan Prince
Shaun Hauser is founder and CEO of Wellington-Altus Financial, the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, Wellington-Altus Group...
by
Russ Alan Prince
Anne Mortera is the director of advisor growth and engagement at Private Advisor Group, a leading wealth management firm supporting 750+ advisors nationwide. With over $28...
by
Russ Alan Prince
Robert “Bobby” Powell is vice president of distribution sales at iPipeline, where he leads the wealth management and insurance distribution sales teams...
by
Russ Alan Prince
The ultra-wealthy are families with a net worth of US $30 million or more and more techies into the billions. If possible, they are choosing to establish single-family offices...
by
Tom Schoenberg
By the time Peter Doelger signed the paperwork to have JPMorgan Chase & Co...
by
Sridhar Natarajan
One of Goldman Sachs Group Inc.’s highest-paid executives in recent years is stepping down...
by
Greg Stohr
Democratic dreams of imposing a wealth tax on the richest Americans risk being snuffed out by the US Supreme Court in a dispute over a $14,729 bill...
by
Alice Kantor
A program that can save foreigners hundreds of thousands of euros is being phased out.
by
Bloomberg News
The chairman of UBS Group warned last week of a private credit “asset bubble.”
by
Bloomberg News
One of the big winners from the sudden furious rally in the US bond market: Bill Gross...
by
Oxford Analytica
There is little more than a month to the presidential and legislative elections due on January 13 in the most flammable geopolitical hotspot of U.S.-China relations, Taiwan...
by
Russ Alan Prince
An expanding number of firms are highly interested in winning over advisors, making competition for these professionals more intense...
by
Russ Alan Prince
Josh Benson is the vice president of strategic relations at Integrated Partners...
