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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.
7 Cities Where a Luxury Home Costs Less Than $1M
By Michael S. FischerIn early 2025, the U.S. mean luxury home sale price was $1,348,065 — up 88% from 2015, Redfin finds.<br/>
August 21, 2025
10 Medicare Truths That Can Trip Up Clients, AdvisorsClients are often confused about how the program works, and advisors may also be unclear about certain aspects.
August 21, 2025
15 Fastest-Growing U.S. Retirement BoomtownsThey're part of the top 50 U.S. retirement "hotspots" where the older population has grown 20% since 2018.
August 19, 2025
Suze Orman: Time to 'Be Conservative' With Your Retirement PortfolioTaking 4% withdrawals in early retirement could be a mistake now due to the risk of high inflation, Orman tells ThinkAdvisor.
August 15, 2025
12 States With the Highest Rates of Billion-Dollar RIAsSmartAsset rankings are based on the percentage that manage $1 billion or more as of August Form ADV filings.
August 15, 2025
The 6 Biggest Money Mistakes Made by the Ultra-WealthyJust because a client successfully accumulated significant wealth doesn’t necessarily mean they’re ready to manage it.
August 13, 2025
8 Ways to Elevate Your Professional, Social Circles — and Your LifeAs you get to know wealthier people, they'll get comfortable with you and you'll discover the crossover effect.
August 12, 2025
12 Cities With the Most Ultra-Wealthy Residents: 2025The residential footprints of those with a net worth of $30 million are becoming increasingly diversified, Altrata research found.