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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.
UBS Gets Final Nod for U.S. Bank License Amid Growth Push
By Myriam BalezouThe wirehouse is planning to expand offerings for wealth clients to include payments, checking and savings account services.
March 11, 2026
Ex-Starbucks CEO Schultz Moves With Family Office to MiamiThe city has been luring ultra-wealthy executives, financial firms and family offices since the pandemic, helped by its low taxes.
March 10, 2026
RIA Cresset Names CEOPresident Susie Cranston will take on the role April 15 and will join the UHNW firm's board.
March 06, 2026
A Sliver of NYC's Wealthy Has Unusual Rallying Cry: Tax Me MoreA group that includes an ex-BlackRock managing director says rich residents can afford to pay more into city coffers.
March 04, 2026
Mariner Buys a P&C Insurance ProviderCowell Insurance will add business and individual risk advisory solutions to the mega-RIA's service offering.
March 03, 2026
Women's Economic Power Is Surging: SurveyMillennial women with at least $1 million are outpacing their male counterparts in assets, RBC Wealth Management reports.
March 03, 2026
Wealth.com Names New Head of Private WealthEstate planning attorney Chris Nason's expertise will help the firm build trust with large financial institutions, its CEO says.
February 27, 2026
Deutsche Bank's Epstein Files Throw Family Offices Into the OpenA fifth of the world's 500 richest people now have a family office, helping oversee fortunes totaling over $5 trillion.