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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.
10 Fastest-Growing Wealth Markets
By Michael S. FischerThese countries have experienced a significant wealth influx over the past decade, Henley & Partners finds.
September 22, 2025
Trump Unveils Gold, Platinum Visas to Cost Up to $5MTrump's new visa program for the world’s wealthy aims to encourage them to immigrate to the U.S.
September 22, 2025
Here Are the States With Estate or Inheritance Taxes: 2025Only the wealthiest estates pay federal taxes under OBBBA, but several states have levies of their own.
September 18, 2025
Billionaire Tax Bill Is BackThe bill would raise more than $500 billion without increasing tax rates, said Sen. Ron Wyden.
September 18, 2025
What Ultra-Wealthy Clients Really Want From Advisors"You’re better off not trying to bring them in" if you can't deliver, Linda Mack maintains.
September 17, 2025
How to Protect Estate Plans From Natural DisastersYou thought about tax laws and family psychology. What about floods?
September 15, 2025
World's 12 Richest PeopleOracle CEO Larry Ellison hit No. 1 last week, but it didn't last long.
September 11, 2025
Merrill Wealth Management Launches Lending Group for Advisors, ClientsThe team brings together traditional investments, banking solutions and lending practices, the firm says.