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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.
Creative Planning Adds $1.4B Advisory Firm
By Janet LevauxThe acquired RIA firm, based in Berwyn, Pennsylvania, is focused on helping clients with business succession planning.
September 29, 2023
The Evolution in Ultra-Wealthy Divorce: 8 Key ShiftsFor the wealthiest couples, divorce is taking a lot longer than it used to.
September 29, 2023
The 20 Richest People in Finance: ForbesHere's where the world's top financiers stand on Forbes' Real Time Billionaires list.
September 28, 2023
Senate Republican Calls for Tightening Net Investment Income Tax RulesRick Scott used the issue to take a swipe at the Biden family's income taxes.
September 27, 2023
FPA Taps President-Elect, Board MembersClaudia Cypher Kane is the group's 2024 president, while Paul Brahim of Wealth Enhancement Group is set to become its president elect.
September 27, 2023
J.P. Morgan Picks Up $2B Advisor Team From CitiThe three-person advisor team has joined the J.P. Morgan Private Bank team in Seattle.
September 27, 2023
How to Help Wealthy Clients Avoid Audits as IRS Cracks DownSome assets popular with wealthy investors, such as real estate, are likely to attract the IRS' attention.
September 27, 2023
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEOThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.