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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.
Retirement Investors Seek Comfort and Cash
By Michael S. FischerHere's how advisors should reframe some key conversations with clients, according to Janus Henderson.
October 14, 2025
BlackRock's iShares Top $5 Trillion in AssetsOverall, the asset manager pulled in $205 billion of client money in the third quarter.
October 14, 2025
When Clients Move to Florida, Watch Out for These Estate Planning Quirks"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.
October 13, 2025
Cetera Adds $1.8B Team From Northwestern MutualThe 34-member advisory unit of Pillar Financial Group is now part of Cetera Advisors.
October 07, 2025
The Insurance Market is Softening for Beachfront Homeowners in FloridaThat's good news for high-net-worth clients with second or third homes on the water.
October 07, 2025
Mercer Adds $1.2B RIA Serving Entertainment IndustryTwo entities, collectively known as Singer Burke, are part of the transaction.
October 07, 2025
Top Interests and Hobbies of the Ultra-WealthyHere's how people with $30 million or more like to spend their time, according to Altrata.
October 06, 2025
Fifth Third to Buy Comerica for $11BDallas-based Comerica works in wealth management, as well as in commercial and retail banking.