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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.
Inside Clark Capital's $45B Growth Run
By Dinah Wisenberg BrinMany advisors consider the asset manager, acquired by Raymond James, an extension of their own offices, execs say.
July 08, 2026
A Look at 3 Types of Millionaires in 15 CountriesUBS analyzed the growth of three wealth brackets between $5 million and $100 million.
July 08, 2026
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How an HNW Advisor Engineers Tax AlphaShort-sighted tax strategies can come back to bite clients later, Ryan Fleischer tells ThinkAdvisor.
July 06, 2026
More Families Are Defining What Their Wealth Is Really ForMany families are moving beyond foundational governance tools, a report finds, to what the assets ultimately intend to support.
July 06, 2026
12 Countries With the Most Millionaires: 2026The world's millionaire population grew by 1.5% in 2025, UBS reports, corresponding to nearly 1 million new millionaires.
June 24, 2026
Wealth Survey Shows AI Losing Out to Humans in Key AreasThe HSBC poll shows that 62% of wealthy people still turn to human professionals as the main source of investment ideas.
June 23, 2026
College for Financial Planning Launches Generational Wealth Transfer DesignationTopics include tax and risk management strategies, business succession planning, philanthropy and navigating family dynamics.
June 23, 2026
12 Global Cities With the Most Ultra-Wealthy ResidentsThe number of individuals with $30 million or more grew 30% in the past two years, Altrata reports.