Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting ...

Clearstead Advisors is supporting its growth strategy in the Pacific Northwest with its first acquisition of 2026. The Cleveland-based registered investment adviser (RIA) announced on Feb. 3 that it ...

Roughly 54% of U.S. household financial assets are now held by high-net-worth and ultra-high-net-worth families, up from 27% 1 just ten years ago – reshaping where growth opportunities exist for ...

Nearly 90% of advisors use model portfolios, in the competition for high-net-worth (HNW) clients, winning advisors – millennial advisors in particular – are customizing them by adding separately ...

Merit has been on an acquisition spree over the last several months. In January, Merit acquired SSC Wealth, LLC in Kansas. It also acquired Oregon-headquartered Blueprint Wealth Advisors, Texas-based ...

As more wealth consolidates among America’s richest households, financial advisors are reshaping their practices around high‑net‑worth clients, leaning on tax management, private markets and ...

Kay Grasman leads a boutique team focused on capital preservation and international families navigating sophisticated ...

Also, a pair of multigenerational advisor teams from UBS have defected in quick succession, moving to RBC and Raymond James.

None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some ...

Over the decades I've spent managing high-net-worth founders, I've found there are specific traps that quietly kill their ...