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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.
Advisors Offer Lots of Services, but Clients Focus on a Few: Cerulli
By Michael S. FischerThe typical retail investor uses less then half the offerings the average financial professional provides, research finds.
November 13, 2025
6 Reasons Living Abroad Is Attractive for RetireesDomestic and global trends are reshaping Americans’ considerations about moving out the the U.S. after leaving work.
November 12, 2025
Mercer Makes First ‘Tax-Only’ AcquisitionThe deal mirrors moves made by other wealth management firms interested in deepening their in-house tax expertise.
November 11, 2025
Morgan Stanley Starts Research Product Focused on Private FirmsThe bank is joining rivals like JPMorgan Chase and Citigroup as wealthy investors' interest in unlisted startups grows.
November 06, 2025
Indivisible Partners Taps Wealth.com for Estate PlanningThe RIA, founded by Merrill Lynch veterans John Thiel and John Hogarty, has selected Wealth.com as its exclusive provider.
November 06, 2025
There’s a New (and Cheaper) Way for Clients to Borrow Against Their PortfoliosA solution from Vest applies the philosophy behind buffer ETFs to portfolio-based financing.
November 06, 2025
Schwab to Buy Private Share Platform for $660MThe firm is acquiring Forge Global Holdings, one week after Morgan Stanley bought rival platform EquityZen.
November 05, 2025
JPMorgan’s Billionaire Clients Want Sports Teams More Than Fine ArtSome 20% of 111 billionaire families served by the bank own controlling stakes in sports teams, up from 6% three years ago.