$650M Barclays Team Joins Wells
The wirehouse picked up the Blaustein Clancy Financial Group in New York.
More in High-Net-Worth
Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid. more »
Switzerland's second biggest bank beat analysts' estimates, posting a pre-tax profit of 636 million francs, about $666 million, in the first quarter. more »
The U.S. House voted to repeal the 99-year-old U.S. estate tax amid a partisan clash over whether the government should break up concentrated wealth or make it easier to pass along assets to the next generation. more »
While these documents may seem routine, advisors should check whether clients need to revise existing provisions. Here's what to look for. more »
If you’re scared of an audit by the IRS, there’s less to fear these days. New data show that budget cuts at the IRS mean the agency is investigating fewer wealthy taxpayers. more »
The allegations, coming from two former clients of the recently dismissed advisor, demonstrate how a big producer could also become a big liability for firms, securities law experts say. more »
As growth in the region creates more millionaires, Citigroup is targeting a 10% increase in its Asian wealth assets under management this year. more »
Young HNW investors are very comfortable with digital wealth management tools, and many don't even have (or seem to need) an advisor. more »
Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff. more »
Ted Cruz's wife Heidi is taking an unpaid leave to join the campaign of the Republican presidential candidate. more »
The $2.7 billion-asset Peapack-Gladstone in New Jersey said it will incorporate the firm into its private wealth management business. more »
Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers. more »
The U.S. has a record 10.1 million millionaire households, a Spectrem Group study shows. more »
11 Creative Ways Advisors Have Changed Their Fees
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