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Mercer Taps Abby Salameh to Lead Key Market
By Janet LevauxThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
January 29, 2026
BlackRock, Partners Group Debut Private-Asset Accounts for Wealthy InvestorsThe asset managers have begun selling a new separately managed account through Morgan Stanley's wealth platform.
January 28, 2026
Shutdown Threatens to Hit IRS as Trump Touts Massive Tax RefundsIts annual funding runs out after midnight Friday, when employees would be furloughed or required to work without pay.
January 28, 2026
Mamdani Pushes for Tax Hikes on Wealthy New Yorkers to Fill Budget GapThe new mayor campaigned on raising income tax rates by 2 percentage points on those earning over $1 million a year.
January 27, 2026
Billionaire Tom Steyer Says He'd Vote for California Wealth TaxThe candidate for governor said he'd vote for the one-time 5% tax on billionaire wealth if it reaches the November ballot.
January 22, 2026
Trump Sues JPMorgan for $5B Over Debanking ClaimsBeyond closing accounts, the bank placed the president and family members on a wealth management "blacklist," the complaint says.
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.