It is the place where the future of wealth and power begins. The number of UHNW families is increasing rapidly. According to Altrata, there are nearly 200,000 UHNW families in the U.S., which is a 20.

The best advisor-client relationships are built on human connection, not cash flow projections, writes this Barron’s Hall of ...

High net worth individuals, business leaders and professionals face significant financial losses or even legal action from cross-border regulatory complexities as the increasing speed of wealth ...

From a massive continuing education cheating scandal, to LPL Financial's lawsuit and other challenges, here are some of the top news items that swept across the wealth management landscape in 2024.

If you’re heading out on a family road trip, I’m sure you’re like me and make sure your car is roadworthy, the gas tank is full, and your luggage is securely packed. Most importantly, you know where ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals. Whether ...

The wealth management sector is undergoing a technological revolution, integrating advanced systems into its operations. This transformation promises cost reductions, innovative business models, and ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

CICC Wealth Management continued to strengthen its leading position in the industry in 2024, achieving steady growth through its innovative business model and deep understanding of customer needs.

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...