Displaying 27 results
Kayne Anderson Rudnick deepens San Francisco advisory bench
The firm strengthens its team in California as it welcomes a new advisor with a background supporting ultra-high-net-worth clients.
Showtime for HSBC’s wealth strategy as it unveils NYC office
The banking services giant is making a statement to high-net-worth and ultra-affluent individuals with its flagship center in New York.
Shocker: Wealthy Americans tend to flee high-income tax states
Study spanning 110 years confirms high earners, faced with too-high tax hikes, migrate to more tax-friendly jurisdictions.
Big-name affiliation a big deal for the affluent: Cerulli
A large proportion of wealthy clients are more comfortable with advisors at national firms, according to new research.
Avantax adds $250M married duo from Edward Jones
The Lockhart, Texas-based advisor couple join the tax-focused wealth planning network with years of experience at a family-owned practice.
Performance and returns ‘aren’t everything,’ UBS advisor says
Hiring more women, improving accreditation and providing more mentorship for women will help the industry move forward.
With $67T in liquid assets, US stays on top of the world
Report details top cities for centimillionaires and billionaires, including wealth hot spots to watch and real estate leaders.
BBVA breaks into US RIA space
The global firm’s first investment advisory office in Miami will initially cater primarily to high-net-worth clients from Latin America.
What trends are driving the global high-net-worth and ultra-high-net-worth space?
Report reveals generational and gender divides in wealth outlook, ESG considerations, and appetite for property investment.
HNW advisors see an edge in customized portfolios
Direct indexing, separately managed accounts, and consolidated reporting are keys to winning high-net-worth business, according to research from Cerulli.
LPL is stepping up support for high-net-worth advisors
New high-net-worth services offering provides access to advisory dream team of attorneys, CPAs, and advanced planning specialists.
Orion broadens access to high-net-worth investment strategies
The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
Forget relationships, complex services are top of mind for HNW clients
Advisors say estate planning and tax planning are key areas of interest for such clients.
Schwab sharpens focus on distinct needs of wealthiest client groups
The firm has launched two brands to differentiate between high-net-worth and ultra-high-net-worth clients
Focus Financial partner deal expands access to alternative investments
Chicago firms Kovitz and Origin will combine real estate investment expertise, creating greater access across the Focus network.
High-net-worth investors are itching to change advisers
Twenty percent of high-net-worth clients say they're likely to switch their primary financial adviser this year, according to a Northwestern Mutual survey.
Private banker carves out his niche with clients that hold illiquid assets
Boston Family Advisors has a narrow focus on wealthy families that have most of their assets invested in private equity and venture capital.
Beware the sleight of hand in ProPublica’s pitch to tax the wealthy
A sensational report arguing that the wealthy don't pay their fair share of income taxes starts to crumble when percentages are replaced with real money.
Merrill Lynch ramps up wealth unit in Florida
As its wealthiest clients fly south, the wirehouse plans to double the number of teams catering to ultra-high-net-worth individuals in the Sunshine State over the next few years.
ESG investing can foster cohesion in wealthy families, Barclays finds
The study suggests younger generations are influencing their elders and persuading them to act
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