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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.
$3.5B Team Leaves UBS; $1.2B Advisor Joins Firm
By Rob BurgessBeacon Coast Partners, which serves UHNW individuals and families, is launching an employee-owned RIA.
June 15, 2026
Gavin Newsom Rushes to Sink California Billionaire Tax Before June DeadlineThe state governor assured a major Democratic donor the levy would be successfully negotiated away before June 25.
June 10, 2026
Hightower Expands Family OfficeAimed at serving UHNW clients, the enhanced offering builds on relationships with NEPC and the family office firm GTBA.
June 09, 2026
Half of $5M Investors Found Their Advisor Without a Referral: SurveyOnly 31% of investors with at least $5 million found an advisor based solely on a referral, Ficomm Partners reports.
June 05, 2026
Cresset Hires $1B Denver AdvisorAli Bathgate Hild joins Cresset from J.P. Morgan Private Bank, where she advised entrepreneurs and executives.
June 05, 2026
12 Things That Set Top-Performing Wealth Managers ApartNew research on 2,385 advisors sorts out the best practices.
June 03, 2026
Modern Wealth Acquires $1.1B Flaharty Asset ManagementStaying small is risky in today's RIA market, Modern Wealth President Jason Gordo says.
June 03, 2026
6 Asset Shifts Family Offices Are Making: UBSThe number of offices making significant portfolio changes is up substantially from last year, UBS reports.