How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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The levy would apply to taxpayers who for three consecutive years have had assets worth at least $1 billion or have earned at least $100 million three years in a row.
UBS' new digital bank will service affluent customers with between $250,000 and $2 million in assets, putting it more in direct competition with firms like Morgan Stanley.
