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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.
Vanilla Estate Planning Platform Wins Backing From Edward Jones
By John ManganaroVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 12, 2024
Larry Swedroe Leaves Buckingham Amid Colony Group MergerThe popular investment expert and author will shift to serving a limited number of clients as a consultant.
August 12, 2024
Janus Henderson to Buy Victory Park in Private Credit ExpansionThe deal involves esoteric private financings related to anything from consumer debt to music royalties.
August 11, 2024
LPL Updates Brand at Yearly ConferenceThe broker-dealer says it expects nearly 9,000 advisors, staff and sponsors at its San Diego-based event.
August 09, 2024
BofA Private Bank Hires Citi's Palacio in South Florida PushHe will join Bank of America in October with a focus on growing the firm's ultra-high-net-worth and family office business.
August 07, 2024
Blackstone Targets Richer Clients Than Its Rivals for a New FundThe private equity firm will only sell its latest product to those with at least $5 million of investments.
August 07, 2024
LPL Adds Ex-BofA Advisor in TexasAlberto Francis, a former tennis player, has joined its high-net-worth-focused employee affiliation model in Houston.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.