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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.
Trump Sues JPMorgan for $5B Over Debanking Claims
By David Voreacos and Hannah LevittBeyond closing accounts, the bank placed the president and family members on a wealth management "blacklist," the complaint says.
January 21, 2026
What Taylor Swift Had That MC Hammer Didn't: Good Financial AdviceAdvisor Drew Boyer talks ThinkAdvisor through several famous musicians' major financial mistakes — and a few successes.
January 21, 2026
Family Offices Pool Resources to Save Money and Get Better Service: SurveySuch collaboration effectively enables them to operate like a private bank at much lower cost, Ocorian research finds.
January 21, 2026
How Ultra-Wealthy Clients Test Their AdvisorsTop-ranked advisor Spuds Powell tells ThinkAdvisor how his most demanding clients have pushed him to raise his game.
January 20, 2026
5 Luxury Real Estate Trends for 2026Quiet luxury is out and living large is in, according to Coldwell Bankers' luxury property specialists.
January 20, 2026
Wells Fargo to Move Wealth Headquarters to West Palm BeachThe new office means the unit’s leaders can be closer to their largest clients, said wealth chief Barry Sommers.
January 16, 2026
To Prepare Next-Gen Wealth Holders, Remember the Three C'sFamilies of significant means recognize that each generation must build three core capacities.
January 16, 2026
UBS Gets First Conditional Approval for U.S. Banking LicenseThe Swiss bank filed an application in October to help it expand offerings for wealth management clients.