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.
What 'Private For Longer' Means for Investors
By Josh VailWith a steeper part of companies' growth curve happening privately, advisors must understand how to access this growth.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 08, 2022
Wealthy Investors Worried About Inflation, Rate Hikes: UBSMore than two-thirds of them are holding more than 10% of their portfolios in cash, a survey finds.
February 08, 2022
The ABCs of NFTs: What You Need to KnowHere's what you should understand about non-fungible tokens in order to educate your clients about this emerging asset class.
February 08, 2022
Betterment Buys Crypto-Focused RIAThe robo–advisor says it is acquiring Makara, an RIA that sells automated cryptocurrency portfolios.
February 02, 2022
This Top-Ranked Advisor Has Never Been Fired by a Widowed ClientThe fastest way to alienate widows is to rush into portfolio discussions, Spuds Powell, ranked No. 1 by Barron's and Forbes, tells ThinkAdvisor.
February 01, 2022
How Advisors Can Help Wealthy Clients Through 'Gray Divorce'Divorcing clients need to have a complete financial understanding regarding the division of their hard-earned assets.
February 01, 2022
Hightower Takes Stake in Business Manager to the WealthyGrant Tani Barash & Altman does bill payment, tax preparation and related services for high-net-worth clients in Los Angeles and nationwide.