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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.
EP Wealth Buys $1.2B California Group
By John ManganaroThe acquisition of Wacker Wealth Partners includes 22 employees in San Luis Obispo.
April 02, 2024
Sanctuary Wealth Adds $700M Merrill DuoThe two advisors are based in Greensboro, N.C., and focus on serving wealthy families, executives and business owners.
April 02, 2024
Clearwater to Pay $40M for Wilshire's Analytics ProductsThe software provider expects to add roughly $7 million in annualized revenue through the deal, which should close by June 30.
April 01, 2024
How Much It Takes to Join the Top 1%, in 17 CountriesThe top country on this list has a threshold more than twice that of the U.S.
March 29, 2024
The Best View of Closely Held Business Transactions: It's a ProcessA sale or similar liquidity event is not a one-time occurrence for either the buyer or seller.
March 28, 2024
10 Trends Shaping Wealth Management in 2024As many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.
March 28, 2024
UBS Pays CEO $15.9MSergio Ermotti returned to the post last April, after the bank said it was rescuing its former rival Credit Suisse.
March 27, 2024
RIA Integrated Partners Helps Accounting Firm Launch Wealth UnitThe new partnership is a direct response to the growing complexity facing advisors and clients alike.