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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.
Osaic CEO: 3 Ways the Firm, Advisors Need to Adapt
By Janet LevauxIn the "amazing market" of advice, Jamie Price says, holistic planning, tax work and technology are focal points.
September 18, 2025
Billionaire Tax Bill Is BackThe bill would raise more than $500 billion without increasing tax rates, said Sen. Ron Wyden.
September 18, 2025
What Ultra-Wealthy Clients Really Want From Advisors"You’re better off not trying to bring them in" if you can't deliver, Linda Mack maintains.
September 17, 2025
How to Protect Estate Plans From Natural DisastersYou thought about tax laws and family psychology. What about floods?
September 15, 2025
World's 12 Richest PeopleOracle CEO Larry Ellison hit No. 1 last week, but it didn't last long.
September 11, 2025
Merrill Wealth Management Launches Lending Group for Advisors, ClientsThe team brings together traditional investments, banking solutions and lending practices, the firm says.
September 11, 2025
Envestnet to Pour $1B Into Platform Enhancements by 2030Executives of the firm, now owned by Bain Capital, laid out their five-year plan at Future Proof Festival.
September 10, 2025
New Tax Rules Sweeten the Break on Small-Business Stock, but Watch OutWealthy clients can multiply this benefit by gifting, but the rules are complex, especially when using trusts.