Ultrahigh net worth

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.