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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.
Half of $5M Investors Found Their Advisor Without a Referral: Survey
By Michael S. FischerOnly 31% of investors with at least $5 million found an advisor based solely on a referral, Ficomm Partners reports.
June 03, 2026
Modern Wealth Acquires $1.1B Flaharty Asset ManagementStaying small is risky in today's RIA market, Modern Wealth President Jason Gordo says.
June 03, 2026
6 Asset Shifts Family Offices Are Making: UBSThe number of offices making significant portfolio changes is up substantially from last year, UBS reports.
June 02, 2026
Why Tax Planning Is a Must-Have for Business Clients"You can't do the investment side without looking at the tax side," Threadline Wealth CEO Justin Fisher tells ThinkAdvisor.
June 02, 2026
10 Travel Tips Your Wealthy Friends Might Not KnowTravel is the secret language of the wealthy. Sharing experiences shows you're part of the crowd.
May 29, 2026
Schwab Seeks to Reassure RIAs as Wealth Advisory Unit Grows"We will continue to be transparent with our advisors," says Jonathan Beatty, who heads Schwab Advisor Services.
May 28, 2026
Epstein Files Reveal Long-Running Ties With One Wealth ManagerPaul Morris was part of the concierge team that shepherded Epstein's wealth at two of the world's largest banks.
May 28, 2026
Client Satisfaction Is High, but Referrals Are Low: ReportDebuting its Client Intelligence Monitor, Absolute Engagement gives the advisory industry an overall grade of B-minus.