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.
BofA Wealth Unit's Profits Jump 10%
By John ManganaroMerrill gained about 7,300 net new client relationships in the first quarter.
April 15, 2024
What Comes After the CFP? This Industry Group Offers an AnswerThe Investments and Wealth Institute says its advanced certifications for HNW advisors are in high demand.
April 15, 2024
The Art of Using Borrowed Money to Pay for Life InsuranceShawn Goheen discusses this high-net-worth estate planning strategy and its potential pitfalls.
April 11, 2024
Morgan Stanley Wealth Unit Being Probed by Regulators: ReportSeveral agencies want to know if the bank has done enough to prevent money laundering by its wealthy clients.
April 10, 2024
Is Now a Good Time to Retire?How important is market timing to retirement success? In part, it depends on how well you plan.
April 08, 2024
Wealth Enhancement Group's Assets Top $81BIt also just hired Michael Fredericks, who worked earlier at BlackRock, as its new chief investment officer.
April 07, 2024
12 Questions to Ask Wealthy Clients & Prospects Who Love ArtHere's how you can be more engaging in conversations about art with current and prospective clients.
April 05, 2024
3 Ways to Boost Your Services — and Your Advisory FeesAdvicePay found that in 2023, average pricing for monthly subscriptions was $265, a 6% year-over-year increase.