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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.
Top 15 Cities for the Ultra-Wealthy: 2024
By Michael S. FischerThe club of individuals with liquid investable assets of $100 million has grown by 54% over the decade.
October 30, 2024
Capital Group, KKR Partner to Debut Funds for Wealthy InvestorsTheir two funds will be sold through financial advisors and will allocate about 60% of assets to public credit and 40% to private credit.
October 29, 2024
15 States Where the Most Estate Taxes Were Paid in 2022More than 8,000 individuals filed estate tax returns, with gross estates totaling $259.6 billion, according to newly released data.
October 28, 2024
Lovell Minnick Takes Stakes in Two FirmsThe private equity firm is buying into Americana Partners, a Dynasty partner firm, and Cohen & Co.
October 25, 2024
How an RIA Serves Ultra-Wealthy Clients by Catering to Advisors"Everyone focuses on clients," Aspiriant CEO Rob Francais says. "But we also focus on the trusted advisor's experience."
October 25, 2024
Guggenheim's Walter Is Worth $12B as Dodgers ThriveHe bought the bankrupt team for $2.1 billion in 2012, and it's now worth $6.3 billion, according to Sportico.
October 24, 2024
Adam Dell's Latest Offering: No AUM Fees, No Subscriptions, Just PlanningClients and CFPs alike benefit from Domain Money's setup, the serial founder and Goldman alum says.
October 24, 2024
The Art Market Is on the Brink of Major UpheavalIn 2022, high net worth individuals allocated 24% of their wealth to art. That number has fallen to just 15% in 2024.