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.
Zachary Karabell: How a Boring Bank Shaped the Rise of American Power
By Jane Wollman RusoffThe author and former Envestnet exec tells ThinkAdvisor how Brown Brothers Harriman became a quiet powerhouse in "the unsexy corners of the financial world."
July 23, 2021
Goldman: What Family Offices Do DifferentlyThese investors benefit from a lack of defined investing timelines and the absence of outside interference, the survey found.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 14, 2021
BofA Targets Wealthy Florida Clients as Advisors Set to DoubleRevenue for the bank's wealth businesses, including Merrill, rose 14% from a year ago to hit $5.1 billion in the second quarter.
July 14, 2021
Carson Group Valued at $1B With New Bain Capital InvestmentAs part of the deal, Long Ridge Equity Partners is giving up its minority investment in the Ron Carson-led business.
July 12, 2021
11 Dreams to Motivate Your Client to InvestWhether it's helping family, leaving a legacy or buying a beach house, having a concrete goal can help your clients save and invest more.
July 12, 2021
10 Biggest Trends Shaping the Next 3 Decades, According to Big InvestorsChina's growing dominance and cryptocurrencies are two new trends on Investcorp's list this year.
July 08, 2021
Want to Avoid Taxes the Peter Thiel Way? Don't Even TryFrom fees to severe penalties for missteps, a self-directed retirement account is something most savers should steer clear of.