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Captrust Adds $1.25B Stillwater Capital Advisors
By Rob BurgessMike Wunderli, a leader of the North Carolina-based financial services firm, says Pennsylvania is an increasingly attractive market.
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.
May 14, 2026
NY Plans New Tax on City Homes Over $1M Bought With CashThe levy is expected to raise $160 million to help fill the city's budget hole.
May 13, 2026
DAFs Gaining Importance in Advisor-Client Relationships: ReportFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.
May 13, 2026
10 Ways to Speak the Language of the WealthyWhen the wealthy do business, they like to feel they are working with "one of their own."
May 12, 2026
Jeffrey Epstein's Ex-Deutsche Bank Wealth Manager Leaves U.S. FirmStewart Oldfield left a firm tied to ultra-wealthy individuals caught up in government files on the late financier.
May 11, 2026
BlackRock Hires JPMorgan's Jessica Bulen for Family Office PushBulen will become head of family capital, endowments, foundations and healthcare in the Americas institutional business in July.
May 08, 2026
New York Tax Plan That Angered Rich Is Proving Tough to DesignThe latest state budget includes a tax on second homes but no details on how the tax would be levied.