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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.
Mariner Wealth Hires John Hancock Exec
By Janet LevauxTodd Cassler comes on board to serve as the firm's chief strategy and growth officer.
January 31, 2023
Why UHNW Families Are Forming Private Trust CompaniesThis structure gives families more control over investments and distributions and more flexibility over asset and governance issues.
January 30, 2023
What Crypto Moves Big BDs, Wealth Firms Are Making After FTX MeltdownHere's what Fidelity, BNY Mellon, BlackRock, J.P. Morgan, State Street, Goldman Sachs and other firms have in the works.
January 30, 2023
15 States Where the Top 1% Are RichestSmartAsset calculated how much income it takes to be in the top 1%, and 5%, in each state.
January 25, 2023
CFP Board to Split Into 2 Nonprofit GroupsThe reorganization won't affect CFP requirements or the setting and enforcement of certification standards, the group says.
January 24, 2023
Schwab Buys Membership Network for UHNW FirmsThe Family Wealth Alliance's members serve about 25,000 families and advise on about $500 billion of assets.
January 19, 2023
New Bill Would Raise Capital Gains Tax on Wealthy New YorkersThe new 7.5% tax could apply to single New York residents with a taxable income of over $400,000.
January 19, 2023
10 Cheapest Countries to Retire Abroad: 2023Some of the countries on this list from International Living may surprise you.