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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 to Buy Wealthfront for $1.4B
By Marion HalftermeyerThe robo-advisor deal may bring more than $27 billion in assets under management and over 470,000 clients in the U.S. to the Swiss-based firm.
January 20, 2022
The $84T Wealth Transfer Underway Now, by the Numbers: CerulliMoney is in motion, and advisors on the cutting edge of complex planning and wealth structuring tactics will benefit, Cerulli says.
January 14, 2022
Captrust Wraps Up Purchase of $107B FirmPortfolio Evaluations is the third large institutional-focused firm acquired by Captrust over the past year.
January 10, 2022
How 8 Simple Questions Can Reveal Potential ClientsYou meet people all the time. You make polite conversation. What can you learn?
January 10, 2022
Raymond James Hires Private Wealth ChiefKevin Ruth, who's worked at Fidelity, Merrill and UBS, will focus on advisors and efforts to best serve HNW and UHNW clients.
January 07, 2022
New CFP Board, FPA Leaders Assume Their RolesKamila Elliott is CFP Board's chair for 2022, the first Black American in this post; Dennis Moore is FPA president.
January 04, 2022
Hightower Buys $1.7B TC Wealth PartnersThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.
December 31, 2021
Good Riddance: All the Things Wall Street Won't Miss About 2021Here are a few topics that tormented analysts and other financial professionals over the past 12 months.