Defining success in a high net worth practice
HNW specialist shares what his work requires, how he sets his targets
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HNW specialist shares what his work requires, how he sets his targets
The US minted over 440,000 new millionaires in 2025 - many have outgrown their insurance programs
The US minted over 440,000 new millionaires in 2025 - many have outgrown their insurance programs
New report shines a light on wealthy population and reveals where their living costs are highest
Henley & Partners report shows Singapore and UAE gaining ground while UK and US face new pressures
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors
Deal brings luxury home, fine art and rare automobile coverage expertise into NFP's Private Client Group
High-net-worth clients are ditching broad policies for targeted coverage, and advisors are scrambling to catch up
Reading Time: 2 minutesWorldwide: A whitepaper from PKF Hospitality examines why high-net-worth individuals (HNWIs) are relocating, where they are moving to, and how this migrati...
The number of people with $30m or more in assets surged to an all-time high last year, and there could be 190,000 more by 2030
A surge in ultra-wealthy individuals is forcing a rethink of how generational wealth is managed
Capgemini report finds just 11% of Canadian wealthy clients describe their experience as seamless, the lowest of any market measured
The launch lands as the UK's HNW home insurance segment outpaces the wider market
PKF hospitality group's new whitepaper finds millionaire relocations will hit 165,000 annually by 2026, with branded residences emerging as the preferred property type for globally...
Longevity, private markets and inherited firms reshape wealth planning, study finds
Brokers serving high-net-worth clients face both a growing protection gap and a significant commercial opportunity
More than half of high-income workers would use targeted support from finance firms to guide their investment decisions, a new report has revealed.
A survey of 100+ family office professionals reveals that governance, not money, is the real problem
Why some UHNW investors are turning to warbirds.
The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.
The ultra-wealthy—those with a net worth of US$30M+—are highly mobile. Almost one in five live outside the country they were born in, according to “Global Citizens: Entrepreneurshi...
The wealthy are seeking out household staff to help manage their lives.
Individuals with liquid assets between $100,000 and $1,000,000 could soon be handed over to AI while human advisors focus their talents on the emotional needs of the truly rich.
A high-net-worth divorce is not governed by special Illinois divorce laws. The Illinois Marriage and Dissolution of Marriage Act applies regardless of how much the marital estate i...
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