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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.
10 Ways to Speak the Language of the Wealthy
By Bryce SandersWhen the wealthy do business, they like to feel they are working with "one of their own."
May 08, 2026
New York Tax Plan That Angered Rich Is Proving Tough to DesignThe latest state budget includes a tax on second homes but no details on how the tax would be levied.
May 06, 2026
Most Advisors Doing Income Planning Don't Have Advanced Skills: StudyA new American College survey finds no correlation between years of experience and level of expertise.
May 05, 2026
Sowell Launches 'Family Office Lite,' Advisor Partnership ProgramMerchant has agrees to provide funding for future M&As to the RIA led by Bill Sowell.
May 01, 2026
PRO
3 Keys to Retirement Planning for Executive ClientsTheir transitions can be made more difficult by their company role, higher income levels and layers of compensation.
April 30, 2026
California's Wealth Tax Plan Fuels UHNW Anxiety"You've got the golden geese," a tax lawyer tells ThinkAdvisor, "but these geese have wings."
April 29, 2026
UBS Sees Recovery Signs in U.S. Wealth Business as Inflows ReturnThe unit had client inflows of $5.3 billion in the first quarter, following three consecutive quarters of outflows.
April 27, 2026
How Sergey Brin Launched a Political War Over California's Wealth TaxThe proposed billionaire tax has drawn tech titans and business leaders more directly into the state's affairs.