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.
5 Strategies for Capturing Wealthy Clients
By Natalie WolfsenBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
November 06, 2024
Ahead of Key Tax Fight, Republicans Win Senate ControlRepublicans have said they intend to extend Trump's 2017 tax breaks and roll back regulations on energy production.
November 06, 2024
What the Markets Think of Trump 2.0Stock futures are surging on his business-friendly agenda, but no such cheer is evident in fixed income.
November 05, 2024
Where to Find 4 Types of Wealthy ClientsPotential clients can be broken down, broadly, by how much they have and how much they earn.
November 05, 2024
Taxes, Tariffs and More: 5 Key Economic Stakes of the ElectionTrump's promised to extend tax cuts passed during his first term, which Harris would do only for those earning less than $400,000.
November 05, 2024
Ex-Merrill Wealth Chief Launches RIAThe new firm, Indivisible Partners, will launch in the first quarter, John Thiel says.
November 05, 2024
Top 15 Cities for the Ultra-Wealthy: 2024The club of individuals with liquid investable assets of $100 million has grown by 54% over the decade.
November 04, 2024
5 Steps to Prepare for Post-Election Tax ChangesAdvisors taking a proactive stance can help clients in working toward protecting their wealth amid political uncertainty.