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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.
Watch This Trend Around Qualified Small-Business Stock
By Robert Bloink and William H. ByrnesAt least seven states do not recognize the exclusion of capital gains on this stock, and the list is growing.
July 30, 2026
Advisors Outsourcing Investment Management See Stronger Relationships, Growth Prospects: StudyThey also report an improved ability to serve high-net-worth clients, according to AssetMark research.
July 30, 2026
Mercer Debuts New Version of AI-Powered EcosystemAspen 2.0 is now deployed across the RIA's more than 1,100 wealth professionals.
July 29, 2026
UBS Starts $3B Buyback Plan on Strong Q2 ResultsIts Americas wealth business posted net inflows of $1 billion, even after a $10 billion outflow related to the U.S. tax season.
July 29, 2026
Bloomberg to Acquire Canoe Intelligence in Private Markets PushCanoe's platform automates private markets data collection for wealth managers, family offices and institutional investors.
July 28, 2026
Corient Adds $4.9B New York RIAFounded by Larry Cohen, Seven Bridges Advisors is a multi-family office and wealth manager.
July 24, 2026
Miami's Ultra-Luxury Home Sales Surge on Wealth FlightThe city is attracting ultra-wealthy people fleeing tax-the-rich policies in cities like New York and states such as California.
July 22, 2026
Cresset Adds $1.1B Advisory TeamNick Smith and Chris Tiano were previously directors at Lazard Wealth.