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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.
Morgan Stanley's Gorman to Step Down After 14 Years
By Sridhar NatarajanThe CEO says there are three finalists to take over the role following his departure from the firm over the next 12 months.
May 12, 2023
World's Top 15 Millionaire HotspotsSeven of these cities are actively courting foreign investment in return for residence or citizenship rights.
May 11, 2023
What Wealthy Families Need From AdvisorsChloe Wohlforth tells ThinkAdvisor why transferring wealth is so tricky and why demand for female advisors will rise.
May 11, 2023
CI Financial Sells Stake in U.S. Wealth UnitThe financial firm announced plans last year to take this U.S. division public and still intends to do so in the future, its CEO says.
May 09, 2023
Cresset Merges With True Capital to Form $33B Multi-Family OfficeVeteran wealth management investment banker Liz Nesvold joined the merged company as president.
May 08, 2023
Wardrobe Do's and Don'ts for Looking Successful and TrustworthyCustom clothier Dara Lamb tells ThinkAdvisor how financial professionals, male and female, can dress for success.
May 05, 2023
What's Next for First Republic Advisors & JPMorgan?Will JPMorgan "roll out the red carpet?" If not, more advisors may leave, Tim Welsh says.
May 03, 2023
Pathstone to Buy $2B Texas RIA Brainard Capital ManagementAustin-based Brainard Capital Management provides advisory services to UHNW clients, with a focus on the tech space.