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.
3 Ways to Meet the Needs of Today's HNW Matriarch
By Aneri JambusariaAdvisors who don't engage with this group risk losing out as this demographic shapes the future of wealth management.
July 10, 2025
Fintech iCapital Raises $820MThe alternatives platform provider says it is now valued at $7.5 billion.
July 10, 2025
RBC Recruits $1.7B Ex-UBS Team for New Downstate NY BranchThe eight-member team joined RBC’s new branch in Westchester, New York.
July 10, 2025
Why These Commonwealth Advisors Are Happily Giving LPL a ChanceLPL’s leadership has been clear and consistent in its messaging to incoming Commonwealth teams, three advisors say.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
July 08, 2025
12 States With the Most Potential AUM per AdvisorSeven states have more than $100 million in prospective assets available per advisor, SmartAsset reported.
July 03, 2025
Who Won and Lost in Trump’s Tax BillBusiness investors and wealthy Americans are among the biggest winners in President Donald Trump’s tax bill.
June 25, 2025
World's 10 Most Livable Cities: 2025The Economist Intelligence Unit ranked 173 cities in areas like culture, health care, education, stability and infrastructure.