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.
Ex-JPMorgan Advisors Launch $18.6B Independent Firm
By Rob BurgessPhil Scott and Jim Atwood co-founded Latigo Peak Partners, which serves UHNW individuals and families.
October 13, 2026
Bluespring Wealth Acquires Family Wealth CounselingThe subsequent merger of Family Wealth with KDI Wealth made sense, Bluespring Wealth President Pradeep Jayaraman says.
October 12, 2026
5 Tax and Planning Questions for High-Earning Pre-RetireesA 401(k) balance and an investment allocation tell only part of the story for these clients.
October 09, 2026
North American Family Offices Feel Upbeat: ReportThey are raising their expectations, even as they navigate wealth transfers, rapid wealth creation and a tech transformation.
October 09, 2026
9 Things Advisors Get Wrong About Female InvestorsNew BlackRock research challenges long-held industry assumptions about women, wealth and the optimal time for financial advice.
October 08, 2026
Hightower Signature Wealth Adds $1B Synergy Capital SolutionsThe wealth management practice will gain access to expanded operational and investment capabilities.
October 07, 2026
Cresset to Acquire National Advisors TrustThe firm, with $7.7 billion in assets under administration, will continue to operate as an independent trust company.
October 05, 2026
Independence? Advisors Are Leaving to Pursue ExcellenceThe best landing spots deliver a differentiated, integrated client experience across investments, wealth planning, technology and service.