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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.
Hightower Rolls Out Branded RIA Channel
By Janet LevauxAdvisors who join Signature Wealth will get support in operations, marketing, technology and investment management, the firm says.
October 13, 2025
Cetera Adds $1.8B Team From Northwestern MutualThe 34-member advisory unit of Pillar Financial Group is now part of Cetera Advisors.
October 07, 2025
The Insurance Market is Softening for Beachfront Homeowners in FloridaThat's good news for high-net-worth clients with second or third homes on the water.
October 07, 2025
Mercer Adds $1.2B RIA Serving Entertainment IndustryTwo entities, collectively known as Singer Burke, are part of the transaction.
October 07, 2025
Top Interests and Hobbies of the Ultra-WealthyHere's how people with $30 million or more like to spend their time, according to Altrata.
October 06, 2025
Fifth Third to Buy Comerica for $11BDallas-based Comerica works in wealth management, as well as in commercial and retail banking.
October 02, 2025
Ultra-Wealthy Hotspots: The 7 States to Watch in the Next 5 YearsWith favorable demographics and tax regimes, these states are expected to attract residents with $30 million or more.
October 02, 2025
Wealthy Clients’ New Demand for Advisors: Reduce Their Tax BillNearly 70% of affluent clients expect tax planning, but only 47% of advisors offer it, a new paper finds.