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.
Would you hire these guys?
By David A. SaltzmanThe door opens and you step into the elevator. Instantly, you recognize the other person on the elevator as the prime prospect you've been trying to reach for weeks.
January 06, 2011
Strategic Giving Satisfies Dual Goals of Family FoundationsWorking together to develop a grant-making strategy allows family members to exchange ideas and find common ground.
January 01, 2011
If You Want Something Done, Ask a Busy PersonWhen I work with advisors on consulting projects, I have only one requirement: You have to talk to me over the phone every other week for one hour.
December 25, 2010
Merry Christmas!We hope that you, your loved ones and your business associates will have a great holiday.
December 22, 2010
Hedge Fund to Use Twitter in Market Research. OMGSocial networking site will help a hedge fund predict stock moves based on identifying the use of emotional words.
December 16, 2010
Mortgage Rates Hit 5%; Housing Starts Rose in NovemberMortgage rates continued their steady upward trend on Thursday, hitting 5% for 30-year fixed rates for the first time since May.
December 13, 2010
7 more ideas for marketing your business this holiday seasonThe holiday season is here, and if you haven't already planned a party or other event to host for clients and centers of influence, consider seven more ideas that are great ways to reach out while marketing your business.
December 12, 2010
A Madoff Son Hangs HimselfMark Madoff, the elder son of Bernie Madoff, the man whose name has become a byword for financial fleecing, took his life on Saturday on the second anniversary of his father’s arrest.