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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.
BlackRock Buys Infrastructure Firm for $12.5B in Big Alternatives Push
By Silla BrushThe purchase of GIP, which manages $100 billion, comes as BlackRock's total assets top $10 trillion.
January 10, 2024
Wealth Tax Bill Gets Hearing in CaliforniaThe bill would tax residents' "worldwide net worth" of $50 million or more, with some exceptions.
January 09, 2024
What Wealthy Investors Want From Advisors: CerulliServices now outweigh personal relationship factors when it comes to adding high-net-worth clients, new research finds.
January 08, 2024
Blackstone's First PE Fund for Rich Individuals Gets $1.3BThe move challenges conventional wisdom that advisors and investors should seek out only stocks, bonds and index funds.
January 08, 2024
Grayscale Tops Rivals With Highest Fee on Spot Bitcoin ETF"This fee war is the best possible situation for end investors," said a Bloomberg Intelligence ETF analyst.
January 05, 2024
Avoiding Tax Advice Liability: 9 Things Advisors Must KnowAdvisors can't file returns for clients, but there's still a lot they can do on the tax front.
January 04, 2024
Tax and Wealth Management Meet in a Growing Sweet SpotCFP and enrolled agent Dave Alison leans in to a "holistic" foundation to serve clients and advisors alike.
January 04, 2024
Is 'Your Age in Bonds' a Good Investing Rule? Rick Ferri Weighs InFerri, who provides hourly advice, gets this question from clients a lot, he tells ThinkAdvisor.