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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.
Affluent Investors Are Wary of Banks: Cerulli
By Michael S. FischerMass affluent investors tend to use banks as their primary financial service provider until their 40s, Cerulli finds.
May 19, 2023
Morgan Stanley's Gorman to Step Down After 14 YearsThe CEO says there are three finalists to take over the role following his departure from the firm over the next 12 months.
May 17, 2023
What Owning Multiple Homes Really Means for Wealthy ClientsA personalized approach is essential to help clients realize their goals for multiple home ownership.
May 17, 2023
Here's How Much Wealth You Need to Join the Richest 1%The world's 500 richest people have added about $600 billion to their combined fortunes this year, according to the Bloomberg Billionaires Index.
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.