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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.
Sowell Launches 'Family Office Lite,' Advisor Partnership Program
By Rob BurgessMerchant has agrees to provide funding for future M&As to the RIA led by Bill Sowell.
April 29, 2026
UBS Sees Recovery Signs in U.S. Wealth Business as Inflows ReturnThe unit had client inflows of $5.3 billion in the first quarter, following three consecutive quarters of outflows.
April 23, 2026
Federal Court Rules Against IRS Micro Captive Insurance RegulationThe judge found that the agency exceeded its statutory authority.
April 23, 2026
Hightower to Acquire $9.5B Bahnsen GroupThe wealth management practice is based in California and has seen over 30% annual organic growth.
April 23, 2026
The Key to Seamless Protection for Ultra-Wealthy ClientsWealth managers need to design comprehensive risk strategies to safeguard clients across their full spectrum of assets.
April 16, 2026
Wyden Bill Would Wreck Existing Private Placement Life and Annuity ArrangementsHolders would have 180 days to replace the arrangements or liquidate them.
April 16, 2026
How Talking to Clients About Philanthropy Benefits AdvisorsThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
April 09, 2026
Corient Acquires $5.6M RIAChicago-based Vivaldi Capital Management serves high- and ultra-high-net-worth clients.