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.
Trump Bends Congress to His Will on Tax Cut Agenda
By Erik Wasson and Steven T. DennisHis tax plan, which needs just a simple majority in both chambers, could be enacted as early as May.
February 18, 2025
Retraining Advisors to Become 'Personal CFOs'Brighton Jones CEO Jon Jones discusses what he thinks the industry lacks and how his advisors deliver it.
February 18, 2025
Cresset Names New Chief People OfficerMelissa Karetny previously led HR and talent integration during J.P. Morgan’s acquisition of First Republic Bank.
February 13, 2025
How Firms Can Attract Both Advisors and ClientsLouis Diamond and April Rudin discuss how to meet this recruiting and marketing challenge.
February 13, 2025
14 Ways to Connect With the Wealthy Over WineThink of wine as a crossover vehicle: It blends their interests with the limitations of your budget.
February 13, 2025
From Efficient to Enduring: The Keys to an Extraordinary Client ExperienceThere are three levels to master. First, figure out which level best describes your firm.
February 11, 2025
Cresset Rebrands Private Investing Group as Peakline PartnersThe unit is ready to "stand on its own," Bill Rudnick says; the main wealth business will keep the Cresset brand.
February 11, 2025
Wealth.com Adds Private Wealth HeadIn the new role, Kathy Wunderli will focus on estate planning, probate, trust administration and tax matters.