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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.
Ex-NFL Player Finds New Field, Similar Strategy at RIA Serving Ultra-Wealthy
By Jane Wollman RusoffAfter retiring at 30, former Broncos wide receiver Bennie Fowler is leading market expansion at Caprock.
June 07, 2024
Cresset Acquires 130-Year-Old Family Office Firm in MichiganThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
June 07, 2024
Supreme Court Rules Against Estate in Business Buy-Sell CaseA stock redemption agreement didn't offset the value of the life insurance used the arrangement, the justices found.
June 06, 2024
Pershing X Updates Wealth Management PlatformThe features, including an interconnected client portal, were revealed at the firm's annual financial advisory conference.
June 06, 2024
JPMorgan Wealth Unit Adds Execs From UBS and FidelityJane Bailey is now CFO of the business, while Jennifer Barrett leads content and communications.
June 06, 2024
Citizens CEO Plots a Continued Expansion of Wealth BusinessesSince last year, the bank has hired some 220 private bank employees and Morgan Stanley wealth veteran Paul Casey.
June 05, 2024
5 Services Ultra-Wealthy Clients WantThere are steps advisors can take to move their offerings upscale, Capgemini reports.
June 05, 2024
Envestnet Launches Custom Strategies With 4 Big Asset ManagersBlackRock, Fidelity, Franklin Templeton and State Street Global Advisors will become partners in offering solutions for wealthy clients.