Ultrahigh net worth

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.

From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.

From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

Merrill president and co-head Lindsay Hans said the firm is well-positioned for the "largest asset-gathering opportunity that FAs have seen in decades."

A new Cerulli report found that the 10 largest broker-dealers hold 58% of retail AUM, in the wake of rapid consolidation among the top 25 BDs.

The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.

LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.

The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.

When it comes to charity, last year wealthy families gave differently — and invested differently.

A new study sees family offices getting into bond markets but at the cost of another type of bond.