Ultrahigh net worth

The program allows candidates to complete the certification program online, asynchronously and in half the time it takes to complete the standard program.

The COVID-19 pandemic made it easier for employees to leave the state. They're leaving in droves.

Potential tax hikes outrank geopolitical conflicts as No. 1 worry for billionaire families, according to new UBS research.

AI, luxury goods and geopolitical shifts have buoyed several people above the threshhold.

Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.

A new ranking of the channel by SmartAsset includes arms of Sammons Financial Group and McKinsey and global portfolio management firm Cambridge Associates.

The combined net worth of the 500 richest people surged by $1.5 trillion in 2023, fully rebounding from the $1.4 trillion lost the year prior.

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.

The sixth-largest U.S. bank has big plans to grow its private bank by developing young talent, as it prepares to target many of the hottest markets for young wealth.

High net worth Americans are unprepared, research suggests, as risks from issues such as climate disaster and personal liability are growing.

Apollo and other alternative asset managers are vying for executives with connections to the world's biggest fortunes.

New billionaires inherited more wealth last year than they created, a sign that the great wealth transfer is under way.

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

Demand is growing for the certified private wealth advisor credential, which has been around for 15 years and helps advisors cater to high net worth clients.

Competition for the business of family offices is heating up. From fine art to compliance, here's what some of their needs look like today.

Join us for a lunchtime talk with Maria Elena "Mel" Lagomasino, CEO and Managing Partner of WE Family Offices, about leadership in the growing family office world and what it means for financial advisors.