UBS Wealth Management Unit Improves Performance
UBS Wealth Management Unit Improves Performance
Apr 26, 2011
UBS Wealth Management Americas (NYSE: UBS), rising from the ashes of its well-publicized disasters, had something to crow about this latest quarter (Q1 2011): The firm gathered $8.4 billion in net new client assets (figure includes interest and...
Online Cost Calculators May Revolutionize the College Application Process
Online Cost Calculators May Revolutionize the College Application Process
Apr 22, 2011
How much is college going to cost your clients with teenagers? Unfortunately, most of the time the cost is shrouded in mystery...
Kiss-immee of Death
Apr 20, 2011
Florida becomes one of the few states to allow families to challenge deathbed marriages
Life Insurance As an Asset Class
Apr 19, 2011
When you design a portfolio by market capitalization and investment style, do you consider the cash value and death benefits of your client’s life insurance policy in the mix? Some experts say you should. Why? The death benefits and steady...
Under-50s Seen as Lucrative Opportunity for Wealth Managers
Under-50s Seen as Lucrative Opportunity for Wealth Managers
Apr 13, 2011
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Clients Turning To Wealth Managers For Philanthropy Advice
Apr 05, 2011
Wealth managers don’t have to be experts when it comes to philanthropy, but they do need to be empathetic and knowledgeable about charitable giving, according to industry leaders who will be addressing the annual conference of the...
Transferring Life Insurance by Gift or Sale
Apr 01, 2011
A client who has a personally owned life insurance policy comes to you. You convince her to either sell or gift the policy to an irrevocable life insurance trust (ILIT). You need to get the value of the policy, so you call the insurance company...
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