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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.
In Wealthy Families, Inheritance Distress Goes Beyond Money
By John ManganaroA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?
June 17, 2024
For Advisors, an Untapped Opportunity in Donor-Advised FundsDemand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.
June 17, 2024
Ken Fisher Sells Stake of Up to $3BPrivate equity firm Advent International and the Abu Dhabi Investment Authority are buying a stake in Fisher Investments.
June 12, 2024
5 Top Planning Issues for Family PropertiesThese assets are often imbued with memories, history and intermingled finances, warranting careful consideration and planning.
June 11, 2024
BNY Orders a Rebrand, With No MellonThe 240-year-old financial services company has a new logo and a simplified name.
June 10, 2024
Ex-NFL Player Finds New Field, Similar Strategy at RIA Serving Ultra-WealthyAfter retiring at 30, former Broncos wide receiver Bennie Fowler is leading market expansion at Caprock.
June 07, 2024
Wealthy Families Fuel $20B Private Equity Buyout WaveThey've made a mark on Wall Street as go-to sources of capital for investment firms like KKR & Co. and Silver Lake.
June 07, 2024
New Book Blames Yuppies for Trump, Housing — Basically EverythingTheir success came from a changing economy organized around manufacturing money into more money, says author Tom McGrath.