Wells Fargo Adds 3 Teams
By Rob BurgessThese advisors, with a combined $900 million in AUM, joined the employee channel from Truist, Santander and Raymond James.
October 15, 2026
Ultra-Rich Donors Worldwide Gave $250B in 2025: AltrataPeople worth $30 million or more number only 557,000, a report finds, but accounted for 38% of global giving by individuals.
October 15, 2026
UBS Reorganizes U.S. Wealth BusinessThe firm's field structure will consist of four divisions, including an international department focused on the ultra-wealthy.
October 15, 2026
Trust & Will Forms Fiduciary Trust CompanyThe unit handles administration, distributions, taxes and recordkeeping while advisors keep managing the investments.
October 14, 2026
IRA Planning for Non-Spouse BeneficiariesRules around inheriting such accounts have drastically changed in recent years.
October 14, 2026
AI Reshapes Family Offices' Investment Strategies: SurveyTrends like the buildout of the technology and rise of private markets are reshaping portfolios, BNY Wealth reports.
October 14, 2026
Ex-Motif CEO Named Head of TD Bank's Wealth BusinessHardeep Walia will lead the next phase of growth across the bank's U.S.-based wealth management arm.
October 13, 2026
PRO
Why Only 1 in 10 Retirees Draw Steady Portfolio IncomeNearly 40% don't touch their 401(k)s until RMDs kick in, new Vanguard research finds. Here's how advisors can help.