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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.
Carson Group Valued at $1B With New Bain Capital Investment
By Janet LevauxAs part of the deal, Long Ridge Equity Partners is giving up its minority investment in the Ron Carson-led business.
July 08, 2021
Want to Avoid Taxes the Peter Thiel Way? Don't Even TryFrom fees to severe penalties for missteps, a self-directed retirement account is something most savers should steer clear of.
July 06, 2021
Where the Wealthiest Made, Lost Money in 2020Excluding billionaires, researchers found that only two of the five primary industry groups recorded an increased in related wealth.
July 02, 2021
Top 10 Countries for the Ultra-Wealthy: 2021These countries have the most people with $30 million or more in net worth.
June 30, 2021
North America Retakes Title of HNW Capital of the World: CapgeminiThe U.S. continued to lead this wealth growth with a 12.3% increase in 2020, the 2021 World Wealth Report found.
June 25, 2021
How to Become the Advisory Firm of the FutureNow is the time to "rethink the way work happens and where it happens," Altair Advisers' CEO says.
June 21, 2021
Gates Split Casts Harsh Glare on $170B Money ManagerAside from detracting attention from the couple, Michael Larson's main mandate has been to invest conservatively.
June 18, 2021
Goldman Sachs' RIA Custody Unit Signs Up Steward PartnersSteward, which has 180 advisors and $23 billion in assets, also will continue to work and custody assets with Raymond James.