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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.
IRS Faces Uproar Over Draft Regulations for Client-Owned Insurers
By Allison BellThe IRS thinks many are scams. Critics say its proposed response is unworkable.
July 18, 2023
Most Wealthy Investors Choose the First Advisor They Meet: SurveyThe most common reason respondents gave for switching advisors was that the relationship was a bad match.
July 17, 2023
New Jersey RIA Pathstone to Buy Multifamily Office VeritablePennsylvania-based Veritable has 200 clients with average assets of more than $75 million each.
July 14, 2023
10 States Where The Top 1% Earn the MostNationwide, it takes $652,657 to be considered among the top 1%. In these states, it's even more.
July 13, 2023
How Advice Differs When Your Average Client Has $100MClients who expect their money to outlive them have different needs, Callan Family Office CEO Jack Ginter tells ThinkAdvisor.
July 13, 2023
Meet the LUMINARIES Class of 2023 FinalistsOur judging panel is reviewing the list, and the winners will be announced Nov. 28 at our New York gala.
July 12, 2023
Captrust Expands in South by Adding $2B Family OfficeAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
July 12, 2023
Do Schwab's New HNW Services Threaten Advisors?Experts debate if the offerings are handholding for wealthy DIY clients or competition for RIAs' hands-on services.