Crypto millionaires are growing fast. In 2025, there were 241, 700 of them worldwide. That's a lot! But what if they want to borrow money without selling their crypto? Traditional banks often say no to crypto as collateral. So, what's the solution? Enter DeFi, or decentralized finance. It's a way t
AI is being sold as the magic tool to find wealthy clients. But top advisors aren't convinced. They say AI can find names and numbers, but that's just the start. The real challenge is getting these busy, wealthy people to trust you. Matthew Fleissig, CEO of Pathstone, knows this well. He manages $1
UBS, a major Swiss bank, is considering a big step into the world of cryptocurrency. They want to let some of their private banking clients invest in digital assets. This could be a game-changer for UBS, as they manage a huge amount of wealth, around $4. 7 trillion. The bank is currently looking fo
The ultra-rich have a lot to teach us about health. It's not just about money. It's about how they take care of themselves. They treat their health like their money. They watch it closely. They plan for the future. And they take responsibility for it. First, they track everything. They know exactly
Big wins in the stock market can be exciting, but putting all your eggs in one basket is risky. Experts often suggest that no single stock should make up more than 10% of your investment portfolio. This rule helps manage risk and keeps your money safe. For those who have a lot of stock in one compa
Range Finance is a new kind of money manager. It is designed for people who earn a lot but do not want to pay high fees. This service combines human experts with smart technology. It helps users manage taxes, investments, and estate planning all in one place. One big plus is that Range brings every
Andrew Kafka has climbed the ranks at Union Bank & Trust (UBT). He is now the Vice President, Senior Trust Officer, and Manager of Personal Trust & Wealth Management. This is a big deal because he started as a legal intern in 2003. He has come a long way since then. Kafka has a law degree from the
Australia is sitting on a goldmine of retirement funds, but there's a catch. The country has a massive wealth pool, but not enough financial experts to go around. This has caught the attention of major Wall Street players like BlackRock, Goldman Sachs, and JPMorgan Chase. BlackRock, led by CEO Larr
Janney Montgomery Scott, a firm owned by KKR & Co. , is making some big changes. They're in talks to sell off parts of their business. Specifically, they're looking to sell their division that advises banks and their institutional equities business. This sale is part of a larger plan to focus more o
In the heart of Charleston, South Carolina, a unique team at Wells Fargo Advisors is making waves in the world of wealth management. The Roseate Group, founded in 2003, is not your average financial advisory team. They specialize in helping families navigate the complexities of aging and wealth mana
