According to the new Capgemini World Wealth Report, advisors and families offices are eyeing the same pool of ultra-wealthy clients. By working together, they could both benefit.

The United States opposes Brazil's proposed 2% annual tax on the ultrawealthy.

Will the court allow its modification?

Banks including Goldman Sachs Group Inc., Citigroup Inc. and Wells Fargo & Co. have announced plans to cobble together more than $50 billion to plow into private credit in recent months.

A growing number of financial elites are throwing their weight behind Trump, who was found guilty in the first criminal trial of a former US president.

How does the RIA industry justify acquisitions with high-flying multiples while net organic growth stagnates?

Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.

Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability.

The push to fundraise from wealthy individuals is turning managers into high-end concierge services.

Understanding the outsized influence of Gen Z.