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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.
North America Retakes Title of HNW Capital of the World: Capgemini
By Michael S. FischerThe U.S. continued to lead this wealth growth with a 12.3% increase in 2020, the 2021 World Wealth Report found.
June 18, 2021
Goldman Sachs' RIA Custody Unit Signs Up Steward PartnersSteward, which has 180 advisors and $23 billion in assets, also will continue to work and custody assets with Raymond James.
June 17, 2021
Hightower Nears Launch of National Trust CompanyThe RIA tapped Tanya D. Simpson, former managing director of Charles Schwab Trust Co., to lead the business.
June 10, 2021
World's Richest Face Tax Blow After 40% Wealth Surge to $8.4TNow, a group powerful enough to challenge the supremacy of the tech titans is on the verge of taking action.
June 01, 2021
Top 10 Interests, Passions and Hobbies of the WealthyAdvisors prospecting for clients with $5 million or more in assets should take note, Wealth-X says in presenting its data.
May 27, 2021
9 More Things Never to Say to Wealthy Clients and ProspectsNo one's perfect; I've said some of these myself.
May 26, 2021
Are Advisors Ready for a 'Gray Divorce' Explosion?An expected divorce wave after the pandemic means many boomers will be looking for new advisors, Haleh Moddasser tells ThinkAdvisor.
May 25, 2021
What 'Wealth' Really Means to 4 Different GenerationsBoston Private examines how the definition changes throughout life and how the pandemic has shifted perceptions.