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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.
Ultra-Wealthy Clients Boost Investments Amid Trump Turmoil
By Jane Wollman RusoffClients have been actively reallocating, putting additional funds in the market, says Jack Ginter of Callan Family Office.
April 16, 2025
Household Wealth Surged 16% in 2024 on Stock Gains: CerulliWhile wealthy investors benefited most, the mass affluent are sitting on a $3 trillion rollover opportunity, the group says.
April 16, 2025
Schwab Takes Minority Stake in Wealth.comThe AI estate planning platform's CEO calls the deal “the foundation for something much bigger.”
April 14, 2025
15 Cities With the Most Millionaires: 2025These global urban centers blend investment freedom with lifestyle dividends, Henley & Partners’ annual report found.
April 11, 2025
Top 10 Countries for Wealthy FamiliesThese countries offer quality education, top-tier employment opportunities and good quality of life, Henley & Partners finds.
April 10, 2025
Citi's Sieg Tells Wealthy Clients: Don’t Buy the Dip“Let’s try to be disciplined ... [when] the world’s moving very fast,” said the former head of Merrill.
April 03, 2025
How to Help Clients Prepare for a Possible Estate Tax Exemption SunsetAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.
April 02, 2025
Morgan Stanley Nabs $1B Team From UBSThe New York-based group focuses on serving professional athletes and entertainers.