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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.
Wyden Bill Would Wreck Existing Private Placement Life and Annuity Arrangements
By Allison BellHolders would have 180 days to replace the arrangements or liquidate them.
April 07, 2026
Heirs Beware: 42% Spend Inheritance Within a Year, Study FindsNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.
April 07, 2026
Top 10 Countries for Wealthy Families, 2026Henley & Partners' Opportunity Index ranks factors like earning potential, career advancement and livability.
April 02, 2026
Maine Governor Backs Millionaire TaxJanet Mills' flip-flop means she now endorses the 2% surtax, which would put the state's top tax rate at 9.15%.
March 31, 2026
The Ultra-Wealthy Are Just Like Us: They Need 'a Community of Advice'Serving this booming cohort, Bernstein Private Wealth's Aaron Bates says, requires connections with like-minded peers.
March 31, 2026
Washington State Adopts Millionaires' TaxThe 9.9% tax on income over $1 million starts in 2028.
March 30, 2026
Carson Group Rolls Out New AI Tool for AdvisorsClient Intelligence gives advisors instant visibility into what is happening within a client household, the firm says.
March 27, 2026
8 Things Advisors Can Do to Earn $1M a YearThere's more to being a high earner than asset levels and client volume, CEG Insights finds.