UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Commonwealth Partners With Legacy Capitals on HNW Advisor Training
By John ManganaroLegacy Capitals supports advisors with education and consulting on the complex needs of wealthy families.
August 23, 2024
RIAs Are Moving Fast to Offer HNW Services: SurveyA growing number are embracing family office services, investment banking and work on trusts, Raymond James research finds.
August 22, 2024
Jamie Hopkins Named Chief Wealth Officer of WSFS BankThe former Carson Group executive will direct wealth business initiatives at Bryn Mawr Trust's parent company.
August 21, 2024
What You Need to Be 'Wealthy' in 12 CitiesAmericans in 12 metropolitan areas says more net worth is required this year than in the past two years, a Schwab poll finds.
August 21, 2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's FlanaganYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.
August 20, 2024
CW Advisors Buys $1.2B Fee-Only RIAThis is the firm's largest deal since kicking off its acquisition strategy in 2023 after private equity backing.
August 19, 2024
9 Questions to Ask Clients Before School StartsBack-to-school season is a great time to get clients talking about college and education-related costs.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.