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Estate & Tax Should I stay or should I go? Wealth taxes add to financial planning decisions ↗ As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning. Financial Planning · Aug/24 20:36 UTC Estate & Tax Alternatives to Revocable Trusts ↗ TOD and POD designations may be better planning solutions WealthManagement.com · Aug/21 17:32 UTC Estate & Tax Incomplete Gift Non-Grantor Trust Traps And the Disappearing Adverse Party ↗ Does the arrangement provide real economic interests and governance limits? WealthManagement.com · Aug/21 16:55 UTC Family Offices Vanderbilt Heir Builds a Family Office With Goal to Get 800 Relatives Investing ↗ Consuelo Vanderbilt Costin is aiming to draw in other family members to her House of Vanderbilt investment firm. WealthManagement.com · Aug/20 16:28 UTC Luxury & Collecting Meta billionaire Mark Zuckerberg has just bought a 196-year-old Gothic castle with 11 bedrooms in Ireland worth up to $35 million ↗ Just like hedge fund mogul Ken Griffin, the Meta CEO has joined the list of ultra-rich Americans buying up multimillion-dollar mansions in Europe. Fortune · Aug/25 14:59 UTC Luxury & Collecting Megayacht Amadea sold for $187 million to Dubai billionaire with Trump ties ↗ The sale of the Amadea caps a turbulent and controversial history for the 348-foot yacht, which was seized from a sanctioned Russian oligarch. CNBC · Aug/06 12:44 UTC Luxury & Collecting Renting a yacht in the Mediterranean this summer just got cheaper ↗ Summer charters in the Med are down 20% to 30% from last year, yacht brokers say, with a growing number offering special discounts for July and August. CNBC · Jul/22 12:12 UTC Philanthropy Dolly Parton’s philanthropy inspiration was her father who couldn’t read or write: ‘I saw how crippling that could be’ ↗ Dolly Parton used her $450 million net worth to do good. Fortune · Aug/25 18:22 UTC Philanthropy More tech millionaires are using donor-advised funds for tax savings and giving ↗ DAFs are gaining in popularity as private firms like Anthropic and OpenAI skyrocket in value and more companies stay private for longer. CNBC · Aug/03 18:56 UTC Private Markets A New Crop of Players Try to “Democratize” Venture Capital ↗ Companies ranging from Robinhood to Ark Invest claim they can provide retail investors with access to venture capital. Can they deliver what they promise? WealthManagement.com · Aug/25 16:56 UTC Private Markets 15 Investment Must Reads for This Week (Aug. 25, 2026) ↗ U.S. debt surpassing $40 trillion, global long-term yields spiking and U.S. Treasury Secretary Scott Bessent seeking to intervene have led bond investors to reassess. Private… WealthManagement.com · Aug/25 16:06 UTC Private Markets Private Equity Firm Vistria Group Buys $14B RIA Curi Capital ↗ The private equity firm took over majority ownership from medical malpractice insurer Curi Holdings. The post Private Equity Firm Vistria Group Buys $14B RIA Curi Capital appeared… AdvisorHub · Aug/25 15:34 UTC Wealth Industry Florida's wealth boom spurs Orlando bank to start trust unit ↗ Cogent Bank has tapped an industry veteran to lead a new unit focused on ensuring high-net-worth clients can smoothly transfer assets to their heirs. Financial Planning · Aug/25 20:56 UTC Wealth Industry After dominating Forbes rankings for years, Morgan Stanley suspends participation over $6-million editor scandal -- forcing RIAs and wirehouses to weigh whether 'rented credibility' is worth regulator ↗ The New York City wirehouse seems to be alarmed by an unanswered question critics ask: How were Randall Lane's offenses bad enough to be fired, but not bad enough for full… RIABiz · Aug/25 18:56 UTC Wealth Industry $4 Billion UBS Private Wealth Team Jumps to Cresset in Florida ↗ The 16-person team is led by Michael A. Bober and Ettore D. Ventrice. The post $4 Billion UBS Private Wealth Team Jumps to Cresset in Florida appeared first on AdvisorHub . AdvisorHub · Aug/25 18:16 UTC Estate & Tax Trump officials float cut to capital gains tax on home sales. What it could mean for homeowners ↗ Trump officials may be considering a tax break for homeowners selling their primary residence in the lead up to the midterm elections. CNBC · Aug/12 16:17 UTC Estate & Tax Cerulli reveals giant leak in RIA assets, and Mark Tibergien explains why plugging a hole draining the Boomer 'Great Wealth Transfer' may be a harder than ever ↗ The Boston firm says client withdrawals of around 4% are a giant drain, and the Moss Adams guru says hungry Boomers are spending their kids' inheritances, raising a question -- is… RIABiz · Aug/04 04:15 UTC Estate & Tax How big is the great wealth transfer? It could be over $100 trillion or $36 trillion ↗ Two studies have raised new questions about the size and impact of the coming great wealth transfer. CNBC · Jul/17 12:06 UTC Luxury & Collecting T. rex sells for $50 million, becoming the most expensive dinosaur fossil ever auctioned ↗ It passes a stegosaurus skeleton that billionaire hedge funder Ken Griffin bought for $44.6 million in 2024. CNBC · Jul/14 17:12 UTC Private Markets Early Investors May Gain Most in Evergreen Funds ↗ Evergreen secondary funds let new investors capture immediate value from discounted purchases, but the advantage diminishes as assets grow, making timing critical. WealthManagement.com · Aug/21 19:27 UTC Private Markets Why Today's Private Credit Headlines Miss the Bigger Story ↗ Inexperienced firms struggle as conditions tighten. Seasoned managers with decade-plus track records, conservative structures and sector expertise navigate challenges better. WealthManagement.com · Aug/21 15:59 UTC Private Markets High Stock Valuations Push Advisors Toward Private Markets ↗ Stretched public equity prices and rising infrastructure demand are driving wealth managers to expand allocations beyond traditional stocks and bonds. WealthManagement.com · Aug/20 18:29 UTC Wealth Industry People Moves: $5.7B Prosperity Replaces President With Tax Firm Executive ↗ In other people moves, LPL lures a technology leader from Wells Fargo, U.S. Bank hires private banking chief, alternatives manager Barings names U.S. wealth head, and Northern… WealthManagement.com · Aug/25 15:09 UTC Wealth Industry RIA Edge Podcast: Connecting Workplace Retirement and Wealth Planning with Ralph Haberli ↗ Edelman Financial Engines' Ralph Haberli discusses converting retirement plan participants into wealth clients while using AI to scale personalized advice. WealthManagement.com · Aug/25 11:39 UTC Wealth Industry As Wells Fargo cut services, this founder built a firm with frustrated private bankers ↗ Rick Simonetti knows it's not easy recruiting private bankers and then moving their clients and assets. That hasn't stopped him from building Fidelis Capital into a $3 billion… Financial Planning · Aug/24 13:00 UTC Private Markets CAIS lands $170-million from Vista Equity at $2-billion valuation, double the last raise, but amount rekindles questions about whether private equity firms pay premium for 'alts platforms' with prefer ↗ The New York City alts marketplace has raised half the sum at double the rate of four years ago, but it can point to growing RIA adoption to justify the valuation -- even if it's… RIABiz · Aug/15 03:39 UTC Private Markets Schwab CEO said his company would be a 'premier destination' for private markets, on July 21 -- a day later, Andy Rachleff blogged why private investments are stacked against retail investors ↗ Rick Wurster told analysts that Forge makes Schwab the private investments 'destination of choice,' but Rachleff retorts as a private equity insider he can attest that top PE… RIABiz · Aug/07 13:55 UTC Private Markets How to invest in venture capital with the rise of megafunds ↗ Getting access to the big funds, and paying their steep fees, has become more difficult even for some large family offices and ultra-wealthy investors. CNBC · Jul/14 15:03 UTC Wealth Industry Ask an Advisor: How did you land your first high net worth client? ↗ Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth… Financial Planning · Aug/21 19:54 UTC Wealth Industry Q&A: AE Wealth’s President on Building the Advisor Experience Layer ↗ New President Shannon Larson plans to scale the RIA through organic growth, enhanced technology and expanded services for advisors working with high-net-worth clients. WealthManagement.com · Aug/21 16:27 UTC Wealth Industry How Baker Street Advisors Built a $21B RIA Through Organic Growth, Client Focus ↗ Baker Street Advisors sold a majority stake in 2015, but rather than become a serial acquirer, the San Francisco-based RIA focused on client commitment, referrals and homegrown… WealthManagement.com · Aug/21 13:38 UTC Wealth Industry Sloppy books, dirty data can undermine RIA sales or mergers ↗ Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make… Financial Planning · Aug/20 21:25 UTC Wealth Industry A tool for finding RIA values — and plenty of ways to boost them ↗ With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale. Financial Planning · Aug/20 21:24 UTC Wealth Industry The IPO Wealth Wave Has Just Begun. Most Advisor Platforms Aren’t Built for It ↗ An IPO isn’t the finish line. It’s the beginning of an entirely new set of financial complexities, particularly for clients crossing the $20 million threshold into… WealthManagement.com · Aug/20 19:14 UTC Wealth Industry Salim Ramji (strategically) bends to the will of RIAs by allowing them latitude to remodel Vanguard model portfolios and let three favorite RIA partners -- Orion, Black Diamond and Vestmark — get a cu ↗ The Vanguard CEO goes perhaps outside the letter of 'Bogle' law but stays with controlling principle of having a 'Vanguard effect' of what could be a slam-dunk better value. RIABiz · Aug/19 12:51 UTC Wealth Industry Raymond James poaches top Schwab RIA custody exec, as LPL, Cetera put pressure on IBDs to get RIA-hybrid competitive ↗ Schwab RIA custody exec Elyn Davis lands at Raymond James where she'll lead 'client experience' as hybrid-RIA battle heats up among major IBDs. RIABiz · Aug/13 03:08 UTC Wealth Industry No-constraints Corient's $21-billion RIA buy -- right after three deals closed with $19 billion -- is more of a harbinger than a harvest, says CEO, as integration completions coincide with deal closin ↗ Corient whets its appetite buying Seven Bridges' $5 billion and $8 billion business in Tulsa and $5 billion Vivaldi in in recent months; lightening integrations -- and 'permanent… RIABiz · Aug/06 03:18 UTC Wealth Industry Orion and Goldman Sachs deepen their two-way custody and tech ties with a new AI onboarding tool, but shared large RIA clients may still prefer to build their own API pipes ↗ The $6.6-trillion Omaha RIA outsourcer and the emerging RIA custodian have vast advantages over each other but also have a growing affinity. RIABiz · Aug/01 01:42 UTC Wealth Industry Vanguard takes first step to democratize private investments with 'soft' launch of branded funds – so soft Merrill Lynch and BoA private bankers get exclusive rights to sell them – RIAs are cut out, f ↗ The 'RIA community' may still get a crack at the Wellington-Vanguard-Blackstone funds at some future date, the release hints, but the exclusive arrangement will hold for… RIABiz · Jul/25 11:42 UTC Wealth Industry Schwab CEO ties his firm's blowout RIA custody asset quarter to Fidelity's long/short fund rethink; a big household halo multiplied the effects of the popular and controversial products ↗ Rick Wurster says the 99% year-over year Q2 net-new RIA asset growth traces to Schwab's punching the gas on long/short goods as Fido pumped the brakes. RIABiz · Jul/23 15:42 UTC

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