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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.
Dynasty and Diamond Roll Out Transition Help for $1B Advisor Teams
By Michael S. FischerThe Breakaway Investment Banking Initiative is intended to help elite teams decide on their next move.
October 16, 2025
15 Most Expensive Cities for High-End Lifestyles: 2025Julius Baer research reflects the effects of a global trade war, geopolitical tensions and slowing consumer spending.
October 15, 2025
Hightower Rolls Out Branded RIA ChannelAdvisors who join Signature Wealth will get support in operations, marketing, technology and investment management, the firm says.
October 14, 2025
BlackRock's iShares Top $5 Trillion in AssetsOverall, the asset manager pulled in $205 billion of client money in the third quarter.
October 14, 2025
When Clients Move to Florida, Watch Out for These Estate Planning Quirks"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.
October 13, 2025
Cetera Adds $1.8B Team From Northwestern MutualThe 34-member advisory unit of Pillar Financial Group is now part of Cetera Advisors.
October 07, 2025
The Insurance Market is Softening for Beachfront Homeowners in FloridaThat's good news for high-net-worth clients with second or third homes on the water.
October 07, 2025
Mercer Adds $1.2B RIA Serving Entertainment IndustryTwo entities, collectively known as Singer Burke, are part of the transaction.