UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
November 20, 2024
Advyzon Launches Portfolio Management Platform for UHNW ClientsThe solution, dubbed Auria, combines enhanced portfolio management and performance reporting with a new client interface.
November 19, 2024
Wealth.com Expands Its RIA Reach (Again)The estate planning platform is hiring human experts while also developing AI tools, co-founder Matt White says.
November 13, 2024
Mercer Adds Nearly $1.7B in Assets via Two DealsThe RIA acquired Waypoint Capital and Chapel & Collins, which serve wealthy families.
November 13, 2024
Goldman Sachs Consolidates Family Office PlatformThe firm has integrated its Ayco and private wealth management family office offerings.
November 12, 2024
Mercer Nabs Another RIA in ColoradoThe firm's latest acquisition in the state adds $675 million in assets and some 500 new client families.
November 08, 2024
12 Richest Americans in Sports: ForbesAmong the wealthiest people are billionaires with big stakes in major franchises in the United States and abroad.
November 08, 2024
Extending the Estate Tax Exemption: Likely With Trump, But Not a GivenPlanning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.
November 07, 2024
Family Office Rolls Out New Tax Overlay ProgramThe Aris Investing tools will help Callan's partners make personalized, tax-aware trading decisions for wealthy client portfolios.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
November 06, 2024
Millionaire Tax Approved by Illinois VotersWhile the proposal has no legal effect, the vote opens the door to a new debate over ramping up taxes on the rich.