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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.
Why 'Move to Florida' Is Not a State Tax Plan
By Christopher HoltbyAdvisors need to help wealthy families understand that state tax residency is more than a question of personal address.
June 16, 2026
Cresset Appoints Head of Family Office ServicesMark Tremblay, from Bessemer Trust, says regular advisors can take a page from a family office's holistic approach.
June 10, 2026
Hightower Expands Family OfficeAimed at serving UHNW clients, the enhanced offering builds on relationships with NEPC and the family office firm GTBA.
June 09, 2026
Half of $5M Investors Found Their Advisor Without a Referral: SurveyOnly 31% of investors with at least $5 million found an advisor based solely on a referral, Ficomm Partners reports.
June 05, 2026
Cresset Hires $1B Denver AdvisorAli Bathgate Hild joins Cresset from J.P. Morgan Private Bank, where she advised entrepreneurs and executives.
June 03, 2026
Modern Wealth Acquires $1.1B Flaharty Asset ManagementStaying small is risky in today's RIA market, Modern Wealth President Jason Gordo says.
June 03, 2026
6 Asset Shifts Family Offices Are Making: UBSThe number of offices making significant portfolio changes is up substantially from last year, UBS reports.
June 02, 2026
Why Tax Planning Is a Must-Have for Business Clients"You can't do the investment side without looking at the tax side," Threadline Wealth CEO Justin Fisher tells ThinkAdvisor.