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.
How to Help UHNW Clients Pass On Their Fortunes
By Jane Wollman RusoffGet a family governance plan in place before it's too late, advises Jill Shipley.
August 28, 2023
How Estate Planning Can Help Families Coping With Addiction, Substance AbuseIt's not an easy topic to confront, and planning for it financially does not come with a straightforward playbook.
August 28, 2023
10 Top Retirement Trends to Watch in 2023Adults hold many rapidly changing views on retirement and longevity, according to the latest Age Wave poll.
August 28, 2023
Has Creative Planning's Mallouk 'Nailed It' With Goldman Sachs Deal?The $245 billion RIA is set to add the former United Capital's $29 billion in assets and its practice management platform.
August 28, 2023
Goldman to Sell Former United Capital Unit to Creative PlanningThe business, formerly led by Joe Duran, oversees $29 billion in assets; it was purchased by Goldman for $750 million.
August 27, 2023
Opportunity Zone Investments or a 1031 Rollover?Congress may expand the benefits of the opportunity zone program, so interested clients should pay close attention.
August 25, 2023
IRS Extends Deadline for Roth Catch-Up Contributions in New Secure 2.0 GuidanceCatch-up contributions made by wealthy 401(k) participants must be designated as after-tax Roth contributions by 2026.
August 21, 2023
This Worrying Trend in Philanthropy Could Hurt Advisors, TooIncreasing concentration of wealth poses a risk for charities and advisors alike, Laura McDonald warns.