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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.
Goldman Sachs to Pay $2B for ETF Issuer
By Emily Graffeo , Todd Gillespie and Katie GreifeldIt's acquiring Innovator Capital, which specializes in defined-outcome funds and has $28 billion in assets.
November 25, 2025
10 Questions You Might Get at Holiday Parties This YearThe right answers leave potential clients impressed. The wrong ones can make you sound like a jerk.
November 22, 2025
4 Celebrity Estate Battles We Can All Learn FromSuccessful estate planning is not just about avoiding taxes or keeping things private. It’s about keeping the peace.
November 21, 2025
What Wealthy, and Wealthier, Clients Seek in Alternative InvestmentsHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."
November 19, 2025
Why Self-Directed Investors Make Great Clients"You may be surprised by how interested they are in working with financial advisors,” Nick Stuller says.
November 19, 2025
11 Best & Worst Broker-Dealers: Q3 Earnings, 2025BD earnings in the quarter rose as much as 74% from a year ago.
November 19, 2025
12 States Where the 1% Have the Highest Effective Tax RateNationally, this group paid 37% of federal income taxes, according to SmartAsset.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.










