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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.
12 Biggest U.S. Mega-Donors to Charity in 2024
By Michael S. FischerSix of them made gifts of $1 billion or more, according to the Chronicle of Philanthropy.
March 06, 2025
Captrust Adds $1.4B Carolinas TeamThe 20-member wealth group serves families, endowments, retirement plans and corporations in more than 30 states.
March 03, 2025
Trump Bends Congress to His Will on Tax Cut AgendaHis tax plan, which needs just a simple majority in both chambers, could be enacted as early as May.
February 20, 2025
LPL Launches Alternatives PlatformThe platform is intended to streamline the way financial advisors and their clients access and manage alternative investments.
February 18, 2025
LPL Unveils Exit Planning Capabilities for Business Owners and CEOsWith 12 million small businesses set to be sold through 2035, such tools are in high demand.
February 18, 2025
Retraining Advisors to Become 'Personal CFOs'Brighton Jones CEO Jon Jones discusses what he thinks the industry lacks and how his advisors deliver it.
February 18, 2025
Cresset Names New Chief People OfficerMelissa Karetny previously led HR and talent integration during J.P. Morgan’s acquisition of First Republic Bank.
February 13, 2025
How Firms Can Attract Both Advisors and ClientsLouis Diamond and April Rudin discuss how to meet this recruiting and marketing challenge.