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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.
Mamdani Pushes for Tax Hikes on Wealthy New Yorkers to Fill Budget Gap
By Laura NahmiasThe new mayor campaigned on raising income tax rates by 2 percentage points on those earning over $1 million a year.
January 22, 2026
LPL Taps Wealth.com for Estate Planning ServicesThe strategic relationship includes enterprise licenses for LPL's 32,000 advisors and deployment across the Advanced Planning team.
January 22, 2026
Wealth Tax Plan Draws Fire From Top California DemocratsTheir main concern is what happens to the state's tech industry if venture capitalists and founders depart.
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.