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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.
Bloomberg to Acquire Canoe Intelligence in Private Markets Push
By Jenny SuraneCanoe's platform automates private markets data collection for wealth managers, family offices and institutional investors.
July 22, 2026
Cresset Adds $1.1B Advisory TeamNick Smith and Chris Tiano were previously directors at Lazard Wealth.
July 17, 2026
Inside Clark Capital's $45B Growth RunMany advisors consider the asset manager, acquired by Raymond James, an extension of their own offices, execs say.
July 17, 2026
Financial Guidance, From One Doctor to AnotherPhysicians need a financial plan but are often targeted by unscrupulous advisors, says Dr. James Dahle, founder of The White Coat Investor.
July 10, 2026
NYC Lawyers Slam Pied-a-Terre Tax as a 'Half-Baked Money Grab'The new tax is being implemented rapidly in part to generate revenue to balance the city's budget.
July 08, 2026
A Look at 3 Types of Millionaires in 15 CountriesUBS analyzed the growth of three wealth brackets between $5 million and $100 million.
July 08, 2026
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How an HNW Advisor Engineers Tax AlphaShort-sighted tax strategies can come back to bite clients later, Ryan Fleischer tells ThinkAdvisor.
July 06, 2026
More Families Are Defining What Their Wealth Is Really ForMany families are moving beyond foundational governance tools, a report finds, to what the assets ultimately intend to support.