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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.
Heirs Beware: 42% Spend Inheritance Within a Year, Study Finds
By Dinah Wisenberg BrinNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.
March 31, 2026
The Ultra-Wealthy Are Just Like Us: They Need 'a Community of Advice'Serving this booming cohort, Bernstein Private Wealth's Aaron Bates says, requires connections with like-minded peers.
March 30, 2026
Carson Group Rolls Out New AI Tool for AdvisorsClient Intelligence gives advisors instant visibility into what is happening within a client household, the firm says.
March 27, 2026
8 Things Advisors Can Do to Earn $1M a YearThere's more to being a high earner than asset levels and client volume, CEG Insights finds.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
March 22, 2026
Blackstone Private Credit Fund Has First Monthly Loss Since 2022The news is one of the clearest signs yet of weakening performance in the $1.8 trillion market.
March 20, 2026
UBS Gets Final Nod for U.S. Bank License Amid Growth PushThe wirehouse is planning to expand offerings for wealth clients to include payments, checking and savings account services.
March 19, 2026
Cyber Risk Is A Wealth-Preservation IssueHaving a high net worth provides no defense whatsoever against hacking.