In this InvestmentNews interview, Jeffrey DeHaan of Clearwater Capital Partners and Robert Howland of Howland and Associates discuss what ultra-high-net-worth clients truly expect from advisors today.
From managing complex family dynamics and multi-generational wealth to delivering high-touch service and peace of mind, the discussion highlights how top advisors build lasting client relationships beyond portfolio performance.
Convicted by an LA jury on 13 of 17 counts, the Citron Research founder and activist short seller now is now facing a statutory 25-year federal prison sentence.
The deal marks Ground Control's second UK transaction in under two years as US wealth platforms race to stake out overseas territory.
Investors' tendency to choose external goalposts can seriously impact their odds of long-term success – and they might not even know it.
“We fear that it will be ‘open season’ from the plaintiffs’ bar on plan fiduciaries who are early adopters of alternative investments,” said Tim Collins, a partner at Duane Morris.
Industry report shows that there are now fewer firms as consolidation intensifies.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
