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AI, luxury goods and geopolitical shifts have buoyed several people above the threshhold.
May 17 -
A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.
May 17 -
More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.
May 17YCharts -
UBS reportedly planning to appoint investment bank chief Rob Karofsky to lead its U.S. business, where he'd focus on expanding into the U.S. wealth market.
May 16 -
The ESG closure rate is far outpacing last year.
May 16 -
The Securities and Exchange Commission, having already approved spot bitcoin ETFs, ought to follow through and grant the same approval to spot ethereum funds. Doing so would create a new surge of investment, with positive economic impacts.
May 16 -
Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.
May 16 -
The consumer price index came in a little cooler last month, ending a streak of bad inflation data — at least for now.
May 15 -
Vanguard names former BlackRock executive Salim Ramji its new CEO to succeed the retiring Tim Buckley in July; Ramji will be the first outsider to lead Vanguard.
May 15 -
Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach.
May 15Nia Impact Capital