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A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt
British Heir To JCB Threatens To Relocate Multi-Billion-Pound Firm To The US In Protest Over Rachel Reeves' Inheritance Tax Raid
(Daily Mail) - The heir to the JCB manufacturing fortune has threatened to leave the UK due to Rachel Reeves
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BofA’s Hartnett Warns Dovish Fed Rate Cut Imperils Stock Rally
The year-end rally in equities is at risk from a Federal Reserve outlook that’s too cautious on the economy, according to Bofa strategists.
FTSE Russell: Advisors View Direct Indexing As “Essential” To Remain Competitive
Most survey respondents (74%) also agree that direct indexing is an essential offering for high-net-worth/ultra-high-net-worth (HNW/UHNW) clients and prospects.
Bank Of America Expands Crypto Access For Wealth Management Clients
Bank of America (BAC) will begin allowing its wealth advisers to recommend allocations to crypto in client portfolios from next month.
The Role of Direct Indexing in a Human-First Advisory Practice
Personalization has become a favorite promise in the advisory industry, and yet it’s also one of the most misunderstood. Every firm claims to deliver it. Every client expects it.