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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.
World’s Rich Own Triple the Wealth of Poorest Half: Study
By Magdalena Del ValleA little under 60,000 multimillionaires, the world's top 0.001%, have an average of about $1.2 billion.
December 08, 2025
Wealthy Clients Also Have Medicare Knowledge GapsA plan operations specialist looks at what even people who know plenty might miss.
December 08, 2025
Invesco Teams to Boost Private Equity and Credit OfferingsIt will work with LGT Capital Partners on portfolios of alternative assets for U.S. retail and retirement invesors.
December 05, 2025
Vanguard Plans Miami ExpansionThe firm also may expand its offshore services in the next 12 to 18 months in places like California and Houston.
December 05, 2025
10 Ways HNW Families Think About Their WealthNorth American families with $5 million or more are optimistic about the economy in 2026, Chubb finds.
December 03, 2025
6 Savvy Insurance Moves Wealthy Clients Can Make in 2026Risk appetite among high-net-worth individuals has dropped sharply over the past several years.
December 03, 2025
Model Portfolios Free Advisors to Cultivate HNW Clients: CerulliOutsourcing investment management, research finds, leaves more time to spend on client-facing activities, mainly meetings.
December 01, 2025
The 35 Best Food and Drink Gifts of the SeasonWhether you're shopping for yourself, a colleague or a loved one, here are the top edible and drinkable treats of 2025.