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.
September 20, 2024
BofA Private Bank Nabs $2.7B Advisor From CitiAustin Koenen has joined Bank of America Private Bank's Atlanta office.
September 18, 2024
On the Hunt for HNW Clients? Look to In-House Investment BanksAffiliating with an independent firm that offers such capabilities can be a true differentiator for financial advisors.
September 18, 2024
Senate Finance Bones Up for Brutal Budget DebatesBut the highlight of the latest tax policy hearing was hints about avoidance strategies yet to be skewered.
September 18, 2024
Why Ultra-High-Net-Worth Clients Should Consider 831(b) PlansOne reason to self-insure big risks is to avoid claim time surprises.
September 16, 2024
Morningstar Adds Broadridge Securities-Based Lending Tools to Advisor WorkstationSecurities-based lending solutions are used by advisors to help address clients' liquidity needs.
September 10, 2024
LPL Recruits HNW Advisor Duo From BofAPrivate client advisor John Duane and portfolio manager Gregory Giantsos intend to expand services to additional client segments.
September 10, 2024
Commonwealth Partners With Legacy Capitals on HNW Advisor TrainingLegacy Capitals supports advisors with education and consulting on the complex needs of wealthy families.
September 06, 2024
Ultra-Rich Families Set to Control $9.5 Trillion by 2030, Deloitte SaysFamily offices are growing and morphing to rival hedge funds.
September 04, 2024
Trump Tax Cuts Would Cost More Than Almost All Federal Agencies"Congress is not going to pass a $10 trillion deficit-financed tax cut," said a senior fellow with the American Enterprise Institute.
September 03, 2024
Mariner Buys Middle-Market M&A Advisory ShopThe deal will enable the RIA, which is led by Marty Bicknell, to offer clients enhanced M&A advisory services, the firm says.