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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.
Where the Wealthiest Made, Lost Money in 2020
By Michael S. FischerExcluding billionaires, researchers found that only two of the five primary industry groups recorded an increased in related wealth.
June 25, 2021
How to Become the Advisory Firm of the FutureNow is the time to "rethink the way work happens and where it happens," Altair Advisers' CEO says.
June 21, 2021
Gates Split Casts Harsh Glare on $170B Money ManagerAside from detracting attention from the couple, Michael Larson's main mandate has been to invest conservatively.
June 18, 2021
Goldman Sachs' RIA Custody Unit Signs Up Steward PartnersSteward, which has 180 advisors and $23 billion in assets, also will continue to work and custody assets with Raymond James.
June 17, 2021
Hightower Nears Launch of National Trust CompanyThe RIA tapped Tanya D. Simpson, former managing director of Charles Schwab Trust Co., to lead the business.
June 10, 2021
World's Richest Face Tax Blow After 40% Wealth Surge to $8.4TNow, a group powerful enough to challenge the supremacy of the tech titans is on the verge of taking action.
June 01, 2021
Top 10 Interests, Passions and Hobbies of the WealthyAdvisors prospecting for clients with $5 million or more in assets should take note, Wealth-X says in presenting its data.
May 27, 2021
9 More Things Never to Say to Wealthy Clients and ProspectsNo one's perfect; I've said some of these myself.