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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.
Boutique RIAs Seek Advisors They Can Shape
By Jane Wollman RusoffMany firms "want to avoid the 15- to 20-year-plus advisor who's set in their ways," recruiter Ali Staton says.
May 22, 2026
Ben Carlson: How to Adapt When Clients Know More Than Ever"You can't have only surface-level knowledge anymore," Ritholtz's institutional asset management head tells ThinkAdvisor.
May 22, 2026
Captrust Adds $1.25B Stillwater Capital AdvisorsMike Wunderli, a leader of the North Carolina-based financial services firm, says Pennsylvania is an increasingly attractive market.
May 22, 2026
Rockefeller Global Family Office Adds $1B Team From Morgan StanleyMichael Outlaw, president of Rockefeller Global Family Office, told ThinkAdvisor that expanding their Florida presence was key.
May 21, 2026
8 Ways to Become a Major Player at the Country ClubWith a little extra effort, you can become the person all the other members want to know.
May 15, 2026
How Merrill Advisors Help Rich Families With Wealth TransfersAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.
May 14, 2026
NY Plans New Tax on City Homes Over $1M Bought With CashThe levy is expected to raise $160 million to help fill the city's budget hole.
May 13, 2026
DAFs Gaining Importance in Advisor-Client Relationships: ReportFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.