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.
Mercer Global Adds $510M Group in SoCal
By Janet LevauxThe firm, Jackson Financial, includes 14 team members.
April 11, 2019
Who Will Be the HNW Advisors of the Future?The Family Office Exchange surveyed its members on how they hire and develop new advisors.
March 13, 2019
Inside Merrill's New Framework for Wealthy FamiliesFamily governance experts Valerie Galinskaya and Matthew Wesley tell ThinkAdvisor how to help wealthy clients develop spending plans.
February 05, 2019
10 Big Financial Mistakes Wealthy Families MakeThere's no uniform method for handling great wealth, but talk to enough HNW advisors and patterns start to emerge.
February 05, 2019
The Impact of Cognitive Decline on Families' Finances: RBC SurveyRBC's Jen McGarry stressed that the industry has a significant role to play in protecting vulnerable populations.
January 11, 2019
How to Project Competence to Clients and ProspectsPersuasion expert Jack Nasher tells ThinkAdvisor why jargon can be good and how to give bad news.
January 10, 2019
What the Children of Millionaires Value MostKnowing the answer could help advisors maintain clients from one generation to the next.
December 07, 2018
HNWs' Needs Change as They Get Wealthier: NationwideAdvisors looking to serve the high-net-worth and the ultra-high-net-worth need to be in tune with their financial goals, which change as they grow…