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.
Yellen and Republicans Spar Over Tax Cuts
By Jarrell Dillard & Chris CioffiThe Treasury chief says Biden wants revenue-raising measures to cover cuts in place for those earning under $400,000.
April 26, 2024
Top 12 Hotspots for Millionaire HomeownersThe number of U.S. households earning $1 million or more annually grew 446% between 2017 and 2022.
April 24, 2024
Ultra-Rich Should Pay to Save Social Security: PollMore than half want to trim benefits for high-earners and tax wages beyond the first $168,600 in earnings.
April 23, 2024
Captrust Adopts CAIS Alternative Investment PlatformThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 22, 2024
New Stock ETFs With '100%' Downside Protection Are ComingThe Calamos S&P 500 Structured Alt Protection ETF will cap returns at 9.20%-9.65%.
April 22, 2024
LPL Nabs $820M Merrill Team in TexasHeritage Private Wealth in Midland is the 43rd group to join LPL's Strategic Wealth Services channel.
April 17, 2024
The Ten Commandments of Prospecting in 2024I say unto thee: The advisor who prospects well shall inherit the earth.
April 17, 2024
9 Steps for Advisors to Rebuild GoodwillYou can't erase history, but you can position yourself as genuine and generous, earning prospective clients' respect.