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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.
Cresset Rebrands Private Investing Group as Peakline Partners
By John ManganaroThe unit is ready to "stand on its own," Bill Rudnick says; the main wealth business will keep the Cresset brand.
February 05, 2025
Orion Augments Platform to Help Advisors Win Wealthiest ClientsAn influx of new millionaires will demand personalized solutions from financial professionals and service providers.
February 05, 2025
Apollo Raises Record From Private Wealth as Credit GrowsWealthy clients helped the firm attract $100 billion of assets to its credit products last year.
February 04, 2025
LPL to Expand Alts Offerings in HNW PushAlternatives are an important tool for advisors serving wealthy clients, CEO Rich Steinmeier says.
January 31, 2025
Blackstone Sees Trillions From Rich Flowing to Private MarketsThe firm's private wealth unit, launched in 2011, now manages over $250 billion for individual investors.
January 29, 2025
Your Business Client Could Become Disabled, or DieInsurance can be part of designing an effective succession strategy to protect an ongoing enterprise, Dan Sudit maintains.
January 29, 2025
Tax Pro Returns to EP Wealth in New RoleApril Rosenberry will focus on the firm's ultra-high-net-worth, tax and estate offerings.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.