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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.
This Structure Maximizes Advisor Teams' Productivity: Kitces
By John ManganaroA more ideal team structure is far more beneficial than boosting technology, new research finds.
March 12, 2025
Edward Jones Expands Private Client Services for Wealthy HouseholdsThe firm is rolling out an elevated experience for clients with more than $10 million in investable assets.
March 10, 2025
12 Biggest U.S. Mega-Donors to Charity in 2024Six of them made gifts of $1 billion or more, according to the Chronicle of Philanthropy.
March 07, 2025
Mercer Hires M&A Exec for 'Next Chapter of Our Growth'Attorney Ted Motheral explains what the RIA does to help advisory firms grow organically and inorganically.
March 06, 2025
Wealthy Tax Cheats Set to Benefit From Trump Plans to Halve IRSThe plan would leave the Internal Revenue Service with its smallest workforce since at least the 1960s.
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.