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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.
Raymond James Exec Aims to Boost Indie Rep Assets, Service
By Dinah Wisenberg BrinKirk Bell, the independent contractor division's new president, seeks to bolster the standard of care for its advisors.
May 26, 2026
Carson Group Launches Estate Planning OfferingThe capability is intended to help capture the trillions of dollars in wealth transfer using a more integrated approach.
May 26, 2026
Luxury Home Prices Shot Up in These 12 CitiesLuxury buyers, Redfin reports, are typically less sensitive to mortgage-rate swings than their non-luxury counterparts.
May 22, 2026
Ben Carlson: How to Adapt When Clients Know More Than Ever"You can't have only surface-level knowledge anymore," Ritholtz's institutional asset management head tells ThinkAdvisor.
May 22, 2026
Captrust Adds $1.25B Stillwater Capital AdvisorsMike Wunderli, a leader of the North Carolina-based financial services firm, says Pennsylvania is an increasingly attractive market.
May 22, 2026
Rockefeller Global Family Office Adds $1B Team From Morgan StanleyMichael Outlaw, president of Rockefeller Global Family Office, told ThinkAdvisor that expanding their Florida presence was key.
May 21, 2026
8 Ways to Become a Major Player at the Country ClubWith a little extra effort, you can become the person all the other members want to know.
May 15, 2026
How Merrill Advisors Help Rich Families With Wealth TransfersAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.