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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.
Billionaire Mark Cuban Calls Wealth Tax Loan Proposal 'Insane'
By Felipe MarquesRep. Ro Khanna of California suggested that the government could lend money to help billionaires pay the tax.
August 06, 2026
Watch This Trend Around Qualified Small-Business StockAt least seven states do not recognize the exclusion of capital gains on this stock, and the list is growing.
August 06, 2026
Corient Adds $21B Summit Trail AdvisorsThe transaction brings the Miami-based wealth management firm to about $556 billion in AUM.
July 30, 2026
Advisors Outsourcing Investment Management See Stronger Relationships, Growth Prospects: StudyThey also report an improved ability to serve high-net-worth clients, according to AssetMark research.
July 30, 2026
Mercer Debuts New Version of AI-Powered EcosystemAspen 2.0 is now deployed across the RIA's more than 1,100 wealth professionals.
July 29, 2026
UBS Starts $3B Buyback Plan on Strong Q2 ResultsIts Americas wealth business posted net inflows of $1 billion, even after a $10 billion outflow related to the U.S. tax season.
July 29, 2026
Bloomberg to Acquire Canoe Intelligence in Private Markets PushCanoe's platform automates private markets data collection for wealth managers, family offices and institutional investors.
July 28, 2026
Corient Adds $4.9B New York RIAFounded by Larry Cohen, Seven Bridges Advisors is a multi-family office and wealth manager.