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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.
Here's How Much Wealth You Need to Join the Richest 1%
By Ben StupplesThe world's 500 richest people have added about $600 billion to their combined fortunes this year, according to the Bloomberg Billionaires Index.
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.
May 02, 2023
Morgan Stanley Plans 3,000 More Job CutsThe planned cuts come just months after the firm trimmed about 2% of its workforce.
May 01, 2023
What JPMorgan's First Republic Deal Means for Its Wealth UnitFirst Republic's large presence in California stands out as an appealing factor, with 32 branches in San Francisco and 10 in Los Angeles.