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.
Commonwealth Partners With Legacy Capitals on HNW Advisor Training
By John ManganaroLegacy Capitals supports advisors with education and consulting on the complex needs of wealthy families.
September 03, 2024
Mariner Buys Middle-Market M&A Advisory ShopThe deal will enable the RIA, which is led by Marty Bicknell, to offer clients enhanced M&A advisory services, the firm says.
August 28, 2024
Sequoia Financial Buys Wealth Team From Large AccountantThe deal also includes a strategic partnership that will see both firms support the needs of shared clients.
August 26, 2024
U.S. Life Application Activity SoarsAmericans ages 71 and older were especially hungry for policies with more than $5 million in death benefits.
August 23, 2024
RIAs Are Moving Fast to Offer HNW Services: SurveyA growing number are embracing family office services, investment banking and work on trusts, Raymond James research finds.
August 22, 2024
Jamie Hopkins Named Chief Wealth Officer of WSFS BankThe former Carson Group executive will direct wealth business initiatives at Bryn Mawr Trust's parent company.
August 21, 2024
What You Need to Be 'Wealthy' in 12 CitiesAmericans in 12 metropolitan areas says more net worth is required this year than in the past two years, a Schwab poll finds.
August 21, 2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's FlanaganYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.