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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.
Washington State Adopts Millionaires' Tax
By Melanie WaddellThe 9.9% tax on income over $1 million starts in 2028.
March 25, 2026
How Advisors Can Tap the $25T Mass Affluent Market: CerulliThis younger market, research finds, comprises 46.9 million households and is looking for involved advisor relationships.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
March 23, 2026
Flourish Launches Mortgage Lending Platform for RIAsThe offering supports home refinancing, cash-out refinancing and new purchase loans of up to $10 million.
March 22, 2026
Blackstone Private Credit Fund Has First Monthly Loss Since 2022The news is one of the clearest signs yet of weakening performance in the $1.8 trillion market.
March 20, 2026
UBS Gets Final Nod for U.S. Bank License Amid Growth PushThe wirehouse is planning to expand offerings for wealth clients to include payments, checking and savings account services.
March 19, 2026
Cyber Risk Is A Wealth-Preservation IssueHaving a high net worth provides no defense whatsoever against hacking.
March 13, 2026
Mamdani Wants New York's Estate Tax Threshold Cut 90% to $750,000The New York City mayor also wants to raise the state's top estate tax rate from 16% to 50%.