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.
The Ten Commandments of Post-Pandemic Prospecting
By Bryce SandersAs you get back out there to find new clients, you'll likely find prospecting the same, yet different.
August 23, 2021
Hightower Takes Stake in $800M Denver RIAHightower would not disclose the size of its investment but says the transaction involves both cash and equity.
August 18, 2021
Top 14 Advisory Services Clients Want, but Aren't GettingLess than 10% of clients actually receive some of these services even though the vast majority expect them, a Spectrem survey found.
August 12, 2021
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTsCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.
August 12, 2021
11 Ways to Play 'See and Be Seen'To build your business, you need to know how and where to seek out the people you want as clients, prospects or friends.
August 06, 2021
Advisor to World's Richest Families Has $3.6B FortuneByron Trott's Rolodex has included Warren Buffett, the Waltons, Kochs, Wrigleys and Pritzkers.
August 05, 2021
How Donors Can Better Utilize Charitable Giving: BNY Mellon Wealth ManagementThe annual report addresses potential opportunities for donors to better realize financial and tax benefits.
August 02, 2021
15 Tactful Ways to Announce You Are an AdvisorThere are plenty of ways to raise your professional visibility without hitting people over the head.