Billionaire Peterffy Says N.Y. Rich in Florida Are There to Stay

Feb 19, 2021

The ultra rich are coming to Florida from not only New York, but from California and the Midwest, too.

Hey Wealth Manager, Your Holistic Narrative Belongs to Social Media Now

Feb 18, 2021

Survey findings show investments in social media to surpass other marketing expenditures in 2021.

Michael Kitces' #FASuccess Podcast: Olivia Summerhill on Working with UHNW Divorcees

Feb 17, 2021

Summerhill Wealth's Olivia Summerhill explains how she’s focused her practice on ultra-high-net-worth divorcees, allowing her to set her fees high and commit to working with no more than five active clients at any time.

Could a Change to the Gift and Estate Tax Exclusion Be Retroactive?

Feb 17, 2021

A potential shift in the credit amount could lead to unwelcome surprises.

Two States Enact Grantor Trust Reimbursement Statutes

Feb 17, 2021

Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out.

IRS Issues New Scam Alert to Tax Professionals

Feb 16, 2021

Beware of requests to verify your EFIN.

Wealth Firm for Silicon Valley Billionaires Sets Up in London

Feb 16, 2021

Iconiq Capital counts Facebook's Mark Zuckerberg and Sheryl Sandberg, as well as Twitter's Jack Dorsey and LinkedIn's Reid Hoffman, as clients.

How to Market Real Estate Investments to Wealthy Families

Feb 16, 2021

Learning to effectively communicate with ultra-high net worth individuals can help transform your firm.

Love Hurts: A Financial Advisor Breaks up a Romance Scam

Feb 12, 2021

Sometimes acting as a fiduciary means risking the loss of a client.

Sustainable and Impact Investing: What the Fiduciary Needs to Know

Feb 12, 2021

More and more data is accessible which outlines the impact of ESG integration strategies on investment positive returns. Trustees take note.