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Sep 01, 2026, 06:30 ET Idaho Riverfront Estate to Sell at Luxury Auction® Sept 17, with Proceeds Going to Charity
offered properties in 35 states and 15 countries to date. Platinum's team has closed more than $1.83 billion in luxury auction® sales and has advised HNW and UHNW individuals on more than $4.95 billion in luxury property assets.
More news about: Platinum Luxury Auctions LLC
Aug 26, 2026, 18:23 ET Ficomm Partners' HNW Investor Research Named Finalist in Two ThinkAdvisor 2026 Luminaries Awards Categories
multimedia:https://www.prnewswire.com/news-releases/ficomm-partners-hnw-investor-research-named-finalist-in-two-thinkadvisor-2026-luminaries-awards-categories-302861025.htmlSOURCE
More news about: Ficomm Partners
Aug 26, 2026, 04:05 ET UP Fintech: Q2 Revenue Hits Record High, Up 31.4% YoY; Global Client Assets Reach US$60.7 Billion
as High-Net-Worth (HNW) Client Base GrowsThe wealth management business maintained solid momentum in Q2, with continued growth in client assets and improvements in client quality. The number of clients with assets of US$1 million or more increased 16.9% QoQ, while active HNW clients continued
More news about: UP Fintech Holding Limited
Aug 25, 2026, 12:39 ET Colorado Mountain Estate with Luxe, $2 Million Barn to Sell at Luxury Auction® Sept 10
offered properties in 35 states and 15 countries to date. Platinum's team has closed more than $1.83 billion in luxury auction® sales and has advised HNW and UHNW individuals on more than $4.95 billion in luxury property assets.
More news about: Platinum Luxury Auctions LLC
Aug 25, 2026, 09:07 ET Curi Capital, Chicago-Based RIA, Partners with The Vistria Group for Strategic Investment in Wealth Management Growth
including:High-Net-Worth (HNW) Individuals and Families: Leading with financial planning, Curi Capital and its team-based advisory service model offers sophisticated planning, wealth advisory and investment management services to mass affluent and HNW clients. Advisors work hand-in-hand
More news about: Curi Capital
Aug 18, 2026, 09:00 ET Allworth Financial Named to InvestmentNews' 2026 5-Star RIA Firms List for High-Net-Worth Clients
5-Star RIA Firms (HNW) list is compiled using data self-reported by advisory firms to the U.S. Securities and Exchange Commission on Form ADV. To qualify, a firm must maintain at least $100 million in total regulatory assets under management and derive more than 70 percent of its business from HNW clients, as
More news about: Allworth Financial
Aug 10, 2026, 09:00 ET SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities
Advisors (SEIA), a nationally recognized wealth management firm, today announced the next phase of its evolution to better serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with increasingly complex planning needs through the launch of SEIA Tax Services, expanded family office capabilities
More news about: Signature Estate & Investment Advisors, LLC
Aug 10, 2026, 08:39 ET Members Trust Company Welcomes Anna C. Weyl as Senior Vice President, Wealth Management Consultant
advisors and centers of influence to deliver fiduciary solutions tailored to the complex needs of their ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients across the Great Lakes and Northeast regions. "Anna's combination of sophisticated technical expertise, advanced tax and fiduciary structuring,
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Aug 05, 2026, 17:07 ET Manulife Reports Second Quarter 2026 Results
programs, AI-enabled capability building, and broader advisor excellence initiatives.We launched two high-net-worth ("HNW") insurance solutions this quarter. The first is an indexed HNW Takaful solution, the first of its kind, designed to address the evolving wealth, protection, and legacy planning needs
More news about: Manulife Financial Corporation
Aug 05, 2026, 17:07 ET Manulife Reports Second Quarter 2026 Results
programs, AI-enabled capability building, and broader advisor excellence initiatives.We launched two high-net-worth ("HNW") insurance solutions this quarter. The first is an indexed HNW Takaful solution, the first of its kind, designed to address the evolving wealth, protection, and legacy planning needs
More news about: Manulife Financial Corporation
Aug 05, 2026, 12:53 ET Steward Partners Named to InvestmentNews' 2026 5-Star RIA Firms List
www.stewardpartners.com.About InvestmentNews Best RIAs for High-Net-Worth (HNW) Clients | 5-Star RIA Firms2026 - The InvestmentNews 2026 Best RIAs for High-Net-Worth (HNW) Clients recognition identifies registered investment advisory firms serving high-net-worth clients
More news about: Steward Partners
Jul 23, 2026, 04:36 ET K25.ai Secures Series A Investment with Strategic Support from Amber Group, Valuation Doubles to US$200 Million
blockchain, and quantitative research to deliver personalized, cutting-edge solutions. The company focuses on servicing a diverse global clientele—comprising HNW individuals, institutions, funds, exchanges, and projects—to optimize returns safely across all market conditions.Learn more at
More news about: K25.ai
Jul 21, 2026, 09:18 ET Risk Theory Insurance Services Launches Jupiter Platinum Home, Giving Agents a Real Answer for California's Toughest Wildfire Risks
latest expansion of Risk Theory's HNW homeowner lineup for the state's highest-hazard zones, with select retail agents onboarding over the next few weeks and a broader rollout planned for later this summer. This new offering marks an expansion for Risk Theory's suite of HNW homeowner products in California
More news about: Risk Theory, LLC
Jul 20, 2026, 08:35 ET Tom Ruggie Earns Back-to-Back InvestmentNews Advisor of the Year Honors for Alternative Investments
reflects his continued leadership in expanding access to privileged private investments and serving the increasingly complex needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) families. Presented at the annual InvestmentNews Awards in New York City, this award recognizes the advisor who
More news about: Destiny Family Office
Jul 07, 2026, 08:00 ET 185-Acre Estate in NY's Hudson Valley - Once Owned by Carnegies - Heads to Luxury Auction® July 9
offered properties in 34 states and 15 countries to date. Platinum's team has closed more than $1.81 billion in luxury auction® sales and has advised HNW and UHNW individuals on more than $4.9 billion in luxury property assets.
More news about: Platinum Luxury Auctions LLC
Jun 10, 2026, 12:36 ET Florida Oceanfront Estate Lot in Ponte Vedra Beach Selling at Luxury Auction® June 19
properties in 34 states and 15 countries to date. Platinum's team has closed more than $1.78 billion in luxury auction® sales and has advised HNW and UHNW individuals on more than $4.9 billion in luxury property assets.
More news about: Platinum Luxury Auctions LLC
Jun 03, 2026, 10:51 ET VastAdvisor Appoints Jeremi Karnell as Chief Product Officer
networks.Jeremi Karnell's appointment comes at a pivotal moment for growth-focused wealthtech. Rising client acquisition costs, behavioral shifts among HNW investors, and the ongoing $84 trillion intergenerational wealth transfer [Source: Cerulli Associates] are compressing the time window for firms to build
More news about: VastAdvisor LLC
Jun 03, 2026, 09:00 ET New Ficomm Partners Research Challenges Industry Assumptions on Organic Growth: Half of $5M+ Investors Found Advisors Without Referrals
The findings highlight a broader shift in how high-net-worth (HNW) investors are finding financial advisors, with the most pronounced changes among those with $5 million or more in investable assets.Key Findings
More news about: FICOMM PARTNERS
Jun 02, 2026, 08:00 ET Two Luxury Properties in Nashville, TN Selling at Luxury Auction® June 5th & 6th
offered properties in 34 states and 15 countries to date. Platinum's team has closed more than $1.78 billion in luxury auction® sales and has advised HNW and UHNW individuals on more than $4.9 billion in luxury property assets.
More news about: Platinum Luxury Auctions LLC
May 21, 2026, 13:00 ET Michael Kalen Appointed President of Eagle Rock Wealth
$2B in assets under management* and over $250M of insurance premium, the practice is uniquely positioned as a leader in private wealth planning for HNW individuals and business owners.Media Contact:Miranda DalyDirector of MarketingBranch Professional, RJFS67
More news about: Eagle Rock, A Greenberg and Rapp Company
May 20, 2026, 09:00 ET Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors
advisors the visibility, scale, and efficiency they need to grow their businesses and strengthen outcomes for clients."Strategies to Support HNW Business Growth
More news about: Envestnet
May 19, 2026, 08:30 ET May 21 Luxury Auction® Sale Approaches for TX Hill Country Estate with 'Million-Dollar' Pool
offered properties in 34 states and 15 countries to date. Platinum's team has closed more than $1.77 billion in luxury auction® sales and has advised HNW and UHNW individuals on more than $4.9 billion in luxury property assets.
More news about: Platinum Luxury Auctions LLC
May 18, 2026, 13:53 ET 'Chateâu-Inspired' Home in NC's Blue Ridge Mtns. Heads to Luxury® Auction May 23
properties in 34 states and 15 countries to date. Platinum's team has closed more than $1.77 billion in luxury auction® sales and has advised HNW and UHNW individuals on more than $4.9 billion in luxury property assets.
More news about: Platinum Luxury Auctions LLC
May 13, 2026, 17:01 ET Manulife Reports First Quarter 2026 Results
reflects our strong growth momentum, innovative product suite for high-net-worth ("HNW") customer segments, value-added service, international capabilities, and trusted relationships with our distribution partners across all HNW channels.In Global WAM, we completed the acquisition of PT Schroder Investment
More news about: Manulife Financial Corporation
May 13, 2026, 17:01 ET Manulife Reports First Quarter 2026 Results
reflects our strong growth momentum, innovative product suite for high-net-worth ("HNW") customer segments, value-added service, international capabilities, and trusted relationships with our distribution partners across all HNW channels.In Global WAM, we completed the acquisition of PT Schroder Investment
More news about: Manulife Financial Corporation