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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.
Mass Affluent Investors Are Losing Interest in Wealth Managers
By William ShawThese clients now get "something close to private-banking quality from AI," said Debasish Patnaik, a senior partner at McKinsey.
June 17, 2026
$3.5B Team Leaves UBS; $1.2B Advisor Joins FirmBeacon Coast Partners, which serves UHNW individuals and families, is launching an employee-owned RIA.
June 16, 2026
How State Tax Residency Is Becoming a Balance-Sheet IssueWhere wealthy families live affects where income is sourced, where a business is sold and where trusts are administered.
June 16, 2026
Cresset Appoints Head of Family Office ServicesMark Tremblay, from Bessemer Trust, says regular advisors can take a page from a family office's holistic approach.
June 15, 2026
Gavin Newsom Rushes to Sink California Billionaire Tax Before June DeadlineThe state governor assured a major Democratic donor the levy would be successfully negotiated away before June 25.
June 10, 2026
Hightower Expands Family OfficeAimed at serving UHNW clients, the enhanced offering builds on relationships with NEPC and the family office firm GTBA.
June 09, 2026
Half of $5M Investors Found Their Advisor Without a Referral: SurveyOnly 31% of investors with at least $5 million found an advisor based solely on a referral, Ficomm Partners reports.
June 05, 2026
Cresset Hires $1B Denver AdvisorAli Bathgate Hild joins Cresset from J.P. Morgan Private Bank, where she advised entrepreneurs and executives.