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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.
Maine Governor Backs Millionaire Tax
By Greg RyanJanet Mills' flip-flop means she now endorses the 2% surtax, which would put the state's top tax rate at 9.15%.
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 25, 2026
How Advisors Can Tap the $25T Mass Affluent Market: CerulliThis younger market, research finds, comprises 46.9 million households and is looking for involved advisor relationships.
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 23, 2026
Flourish Launches Mortgage Lending Platform for RIAsThe offering supports home refinancing, cash-out refinancing and new purchase loans of up to $10 million.
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.