What ‘White Glove’ Means Today

Published on October 6, 2026

For ultra-high-net-worth clients, responsiveness is no longer the standard. It’s table stakes.

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More Advisors Choosing Annual Retainers as Industry Focuses on Planning

October 6, 2026
A retainer allows advisors to “guard against fluctuations in the financial markets,” while allowing clients “expense predictability,” even in instances when their investment portfolio outperformed.

What a Less Dominant America Might Mean for Your Money

October 6, 2026
American investors keep about 81% of their stock holdings at home, according to research from Vanguard, even though American companies make up roughly 60% of the world’s stock markets.