MarketWatch

InVestra participates in the Fearless Summit 2026, Demonstrating Why Ultra-High-Net-Worth Female Executives Are Abandoning Traditional Advisors for Specialized Wealth Management

LONDON, March 05, 2026 (GLOBE NEWSWIRE) -- InVestra founder Erin Eiras will deliver the keynote address at the Fearless Summit 2026, a gathering of wealth management professionals focused on advancing ...

Genesis Wealth Advisor Group Introduces Premier Virtual Family Office™ — Institutional Planning for Everyday Families

The coordinated planning model once reserved for ultra-high-net-worth clients is now available to families, retirees, ...

When Do You Actually Need a Financial Advisor? We Asked Several To Find Out

Thinking about hiring a financial advisor, but not sure if it's worth it at your net worth? Different financial advisors ...
Financial Advisor

Strategic Estate Planning For Ultra-High-Net-Worth Families

Estate planning is a touchy, existential subject area, and it’s understandable why anyone who’s squeamish at the prospect of it may be tempted to do the bare minimum of what the process requires. Some ...

Merchant, Emerge Partner to Expand Family Office Capabilities Across Its Network of Independent Advisors

Merchant, a global operating company that provides growth capital and strategic resources to leading independent financial ...
Nasdaq

BlackRock Advisor Survey Shows Advancing High-Net-Worth Business is Driven by Tax Management, Private Markets, and Customized Model Portfolios

Nearly 90% of advisors use model portfolios, in the competition for high-net-worth (HNW) clients, winning advisors – millennial advisors in particular – are customizing them by adding separately ...
Financial Advisor

How Financial Advisors Can Act As Quarterbacks For High-Net-Worth Families

Will McMahon is chief equity strategist at MFA Wealth. Russ Alan Prince: MFA Wealth works with wealthy families whose needs often go beyond standard portfolio management. How do you define your role ...

Very-High-Net-Worth Individuals: How Much They Have and How They Invest

The wealth management industry segments affluent individuals into distinct tiers, each with different investment ...

Four IEQ Capital Founders Recognized by Forbes as Top Ten Wealth Advisors in Northern California

IEQ Capital ("IEQ"), an independent wealth management firm and multi-family office, today announced that founders and advisors Robert Skinner, Alan Zafran, Eric Harrison, and Jeff Westsmith have been ...
InvestmentNews

Volatility fuels rise of direct indexing and private markets in high-net-worth portfolios

Periods of market turbulence are often framed as threats to portfolio stability, but new research suggests they are also accelerating structural change in US wealth management. The study, conducted ...
Wall Street Journal

High-Net-Worth Financial Planning Strategies to Effectively Manage Wealth

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation Written By Written by Staff Personal ...
WBOC

InVestra participates in the Fearless Summit 2026, Demonstrating Why Ultra-High-Net-Worth Female Executives Are Abandoning Traditional Advisors for Specialized Wealth Management

Comprehensive financial planning for ultra-high-net-worth households requires coordination across multiple specialists. Estate attorneys, tax strategists, insurance analysts, and philanthropic ...