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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Adam Dell's Latest Offering: No AUM Fees, No Subscriptions, Just Planning
By Jane Wollman RusoffClients and CFPs alike benefit from Domain Money's setup, the serial founder and Goldman alum says.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 21, 2024
Hightower Takes Majority Stake in Investment Consulting Giant NEPCBob Oros, chairman and CEO of Hightower Holding, says the acquisition of NEPC will be transformational.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 18, 2024
Rockefeller Nabs $1.9B Merrill TeamThe 16-person group DiMedio Wealth Partners has joined its family office business in Newtown, Pennsylvania.
October 18, 2024
Foundation Source Buys Fintech Firm Powering CharityvestThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
October 18, 2024
What If Your Wealthy Clients Get Robbed?Part of holistic wealth planning should involve regular reviews of property risk.
October 16, 2024
Pathstone to Acquire $45B UHNW Specialist Firm Hall CapitalThe deal will bring Pathstone's total AUM to nearly $100 billion.