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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.
Your Wealthy Clients Might Need More Life Insurance Than They Think
By Allison BellIt helps to frame the conversation around continuity and stewardship rather than death, says Joey Didier of Summit Financial Group.
September 22, 2026
Amid Uncertainty, Family Offices Shift Toward Public EquitiesNearly half of respondents to a Citi Wealth survey increased their public stock exposure during the year.
September 17, 2026
The Key to Peace of Mind About the Future Isn't Wealth"Transition readiness" is more about certain behaviors than about net worth, Fidelity finds.
September 11, 2026
Wealth Transfer Platform Luminary Raises $22MThe firm, co-founder David Barnard says, built data and AI infrastructure that enables investment, tax and legal collaboration.
September 10, 2026
4 Ways Insurance Can Complement Traditional InvestmentsCash on hand is nice, as are stock-based assets, but today's investor shouldn't overlook the benefits that insurance offers.
September 10, 2026
The AUM-Boosting Question Advisors Aren't AskingNearly 90% of wealthy clients in a survey reported held-away assets, but many expressed willingness to consolidate.
September 09, 2026
Hightower Signature Wealth Adds $1.6B Massachusetts FirmBoston Hill Advisors joins the national wealth management practice with a staff of 18, including 11 advisors.
September 08, 2026
Protecting Dolly Parton's Estate From Tax Shocks, Conflict and AIEstate planning attorney Nolan James walks advisors through what it takes to preserve a complex legacy.