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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.
Corient Adds $4.9B New York RIA
By Rob BurgessFounded by Larry Cohen, Seven Bridges Advisors is a multi-family office and wealth manager.
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.
July 06, 2026
12 Countries With the Most Millionaires: 2026The world's millionaire population grew by 1.5% in 2025, UBS reports, corresponding to nearly 1 million new millionaires.