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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.
Ex-Starbucks CEO Schultz Moves With Family Office to Miami
By Maya DavisThe city has been luring ultra-wealthy executives, financial firms and family offices since the pandemic, helped by its low taxes.
March 04, 2026
Mariner Buys a P&C Insurance ProviderCowell Insurance will add business and individual risk advisory solutions to the mega-RIA's service offering.
March 03, 2026
Women's Economic Power Is Surging: SurveyMillennial women with at least $1 million are outpacing their male counterparts in assets, RBC Wealth Management reports.
March 03, 2026
Wealth.com Names New Head of Private WealthEstate planning attorney Chris Nason's expertise will help the firm build trust with large financial institutions, its CEO says.
February 27, 2026
Deutsche Bank's Epstein Files Throw Family Offices Into the OpenA fifth of the world's 500 richest people now have a family office, helping oversee fortunes totaling over $5 trillion.
February 25, 2026
'Giving While Living' Now Mainstream Among Wealthy Families: ReportAdvisors often hesitate to broach the subject, but many clients are waiting for them to do so.
February 23, 2026
Merrill to Offer Direct Capital Markets Trading to Ultra-Wealthy ClientsThe new Direct Markets Coverage Group aims to support, not replace, clients' core advisors.
February 19, 2026
10 States With Highest Top Income Tax Rates: 2026Even the mass affluent take a big hit in some states, Tax Foundation research shows.