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.
Real Estate Market Is Broken for Everyone Except the Ultra Rich
By Norah Mulinda & Prashant GopalHomes worth over $1 million were the only price segment with rising sales in June, Realtors say.
July 22, 2024
Deutsche Bank to Expand Hiring in U.S. Wealth PushThe German bank's U.S. wealth unit wants to become one of Wall Street's main European rivals for serving the nation's ultra-rich.
July 19, 2024
Mega-RIAs Will Grow to Rival Wirehouses in Next Decade: Mariner's BicknellAdding services to meet clients' needs is crucial to that growth, Mariner Wealth Advisors' CEO says.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 17, 2024
Alts 'Should Be Core' in Most Portfolios: Merrill Investment ExecThe firm now offers alts to clients with at least $1 million in assets, Nancy Fahmy tells ThinkAdvisor.
July 16, 2024
12 Words That Help Get Your Point AcrossSometimes one word is all it takes to shift a client's perspective.
July 16, 2024
Integrated Partners Adds Estate Planning Tools From Wealth.comThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.
July 12, 2024
Wealthspire Launches Trust Company to Support Wealthy ClientsThe independent RIA will staff the unit with advisors who specialize in estate planning, wealth transfer and taxation.