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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.
What Taylor Swift Had That MC Hammer Didn't: Good Financial Advice
By Jane Wollman RusoffAdvisor Drew Boyer talks ThinkAdvisor through several famous musicians' major financial mistakes — and a few successes.
January 20, 2026
5 Luxury Real Estate Trends for 2026Quiet luxury is out and living large is in, according to Coldwell Bankers' luxury property specialists.
January 20, 2026
Wells Fargo to Move Wealth Headquarters to West Palm BeachThe new office means the unit’s leaders can be closer to their largest clients, said wealth chief Barry Sommers.
January 16, 2026
To Prepare Next-Gen Wealth Holders, Remember the Three C'sFamilies of significant means recognize that each generation must build three core capacities.
January 16, 2026
UBS Gets First Conditional Approval for U.S. Banking LicenseThe Swiss bank filed an application in October to help it expand offerings for wealth management clients.
January 15, 2026
One Strategy for All Net-Worth Levels? It Can Be Done, Exec SaysNew technology and new ways of thinking let advisors do more for more people, Libretto's Jeff Coyle says.
January 15, 2026
Carlyle Group Says Wealth Business Has Doubled Since 2023It rolled out new funds last year for individuals that buy and sell secondhand private equity fund stakes.
January 15, 2026
Merrill Posts Strong Wealthy-Client Growth in 2025The Thundering Herd also continues to see low levels of advisor attrition, one executive said.