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.
Lincoln Financial Group enhances group short-term disability benefits
By Staff WriterThe Group Protection segment of Lincoln National Corporation, Philadelphia, has announced the enhancement of its group short-term disability products.
March 01, 2010
The check is in the mailWhile direct mail might have seemed to be e-mail's first casualty, the old tried-and-true marketing resource is as vital as ever.
March 01, 2010
The Affluentialist: What Do Counselors Think About Clients?As we've explored in several previous columns, the financial planning part of advising affluent families is often the easiest piece of a workable solution. More...
February 28, 2010
The check is in the mailWhile direct mail might have seemed to be e-mail's first casualty, the old tried-and-true marketing resource is as vital as ever.
February 22, 2010
MDRT To Package A Million MealsThe Million Dollar Round Table will be putting annual meeting attendees to work feeding the hungry.
February 09, 2010
Wealthy Investors Want Help Finding AdvisorsFinding a money manager or hedge fund isn't as easy as it once was thought to be--even for "ultra-wealthy" investors.
February 01, 2010
Benjamin 'Tad' Edwards: A Start-Up with PedigreeBenjamin "Tad" Edwards IV CHAIRMAN, CEO & PRESIDENT; BENJAMIN F. EDWARDS & CO; CLAYTON, MO. SOUND BITE: "The most important thing is we are a client-first firm....