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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.
Mariner Scores $1.4B Firm Serving Athletes
By Janet LevauxTaurus Asset Management is based on Madison Avenue in New York and is taking on the Mariner brand.
June 03, 2025
Mercer Adds $2B Wealth Team in OklahomaThe RIA's second deal in the state brings its asset base in Texas and Oklahoma to $7 billion.
May 29, 2025
10 U.S. Cities With the Most Millionaires: 2025The U.S. has more millionaires than any other country, by far, Henley & Partners reports. Here's where to find them.
May 29, 2025
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy ClientsPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.
May 28, 2025
How to Become an MVP for HNW ClientsThe wealthy don’t often realize what they need until a problem arises. That’s where financial advisors come in.
May 27, 2025
15 U.S. Universities With the Most Ultra-Wealthy AlumniOne institution has far more graduates worth $30 million or more than any other, Altrata research finds.
May 16, 2025
Will Annuity Capital Sidecars Keep Rolling?Market volatility could scare away the investors who fuel the sidecars or make them more confident.
May 16, 2025
For Advisors, 'More Modern Way of Working' Means Far Less PaperworkAutomation can enable financial professionals to focus on the client experience, says Ritik Malhotra of Savvy Wealth.