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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.
Hightower Signature Wealth Adds $1.6B Massachusetts Firm
By Janet LevauxBoston Hill Advisors joins the national wealth management practice with a staff of 18, including 11 advisors.
September 01, 2026
Sowell Management Launches Advanced Planning GroupBill Sowell says the group will play an important role on the new Cache River Private Wealth platform.
August 28, 2026
15 Countries With the Most BillionairesThe global billionaire population last year grew at its fastest pace since 2020, Altrata research finds.
August 26, 2026
LPL Lands $1.6B Team From CambridgeConte Wealth selected LPL for its technology capabilities, advisor support resources and ability to help the firm scale.
August 25, 2026
Does Fear Motivate Clients or Manipulate Them?Using "what-ifs" can prompt clients to take important planning steps, but some advisors object to the approach.
August 24, 2026
What It Takes to Advise Athletes and Entertainers at UBS"It takes a little more education and effort" to build these relationships, says Adewale Ogunleye, who runs a training program.
August 24, 2026
6 Creative Ways Financial Pros Met Wealthy ProspectsWhen you talk to successful advisors, there is often a story about how they got their big break.
August 19, 2026
Family Offices Favor Direct Investments Over Hedge Funds and Private Credit: ReportThe shift reinforces a trend FINTRX has been watching, research associate Patrick Galvin says.