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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.
New York Tax Plan That Angered Rich Is Proving Tough to Design
By Laura Nahmias, Danielle Muoio Dunn and Raga JustinThe latest state budget includes a tax on second homes but no details on how the tax would be levied.
May 01, 2026
3 Keys to Retirement Planning for Executive ClientsTheir transitions can be made more difficult by their company role, higher income levels and layers of compensation.
April 30, 2026
California's Wealth Tax Plan Fuels UHNW Anxiety"You've got the golden geese," a tax lawyer tells ThinkAdvisor, "but these geese have wings."
April 29, 2026
UBS Sees Recovery Signs in U.S. Wealth Business as Inflows ReturnThe unit had client inflows of $5.3 billion in the first quarter, following three consecutive quarters of outflows.
April 27, 2026
How Sergey Brin Launched a Political War Over California's Wealth TaxThe proposed billionaire tax has drawn tech titans and business leaders more directly into the state's affairs.
April 23, 2026
Federal Court Rules Against IRS Micro Captive Insurance RegulationThe judge found that the agency exceeded its statutory authority.
April 23, 2026
Hightower to Acquire $9.5B Bahnsen GroupThe wealth management practice is based in California and has seen over 30% annual organic growth.
April 23, 2026
The Key to Seamless Protection for Ultra-Wealthy ClientsWealth managers need to design comprehensive risk strategies to safeguard clients across their full spectrum of assets.