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.
10 Ways Wealthy Prospects Judge Your Sincerity
By Bryce SandersPeople who are constantly asked to do business have a keen eye for who's being genuine.
October 07, 2022
12 Ways to Bond With Wealthy Prospects on a CruiseAt sea, you can build relationships quickly and easily.
October 06, 2022
11 Year-End Planning Priorities to Discuss With Your ClientsFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
October 04, 2022
How Raymond James Wants to Help Advisors Up Their HNW GameAbout 50 advisors are enrolled in the initial six-month program, says Private Client Group President Scott Curtis.
October 04, 2022
What the Portability Tax Change Means for HNW ClientsIf used properly, the estate and gift tax exemption can provide flexibility and simplicity for both advisors and their wealthy clients.
October 03, 2022
10 Ways to Impress Wealthy Prospects at Social EventsThe fall social season is here. It's a great chance to network if you come prepared.
October 03, 2022
Kim Kardashian to Pay $1.3M to SEC for Crypto ToutingHer 2021 Instagram post "may have been the financial promotion with the single biggest audience reach in history," said one regulator.
September 30, 2022
FPA Board Names President-Elect for 2023Claudia Cypher Kane, a certified financial planner, begins her term on Jan. 1.