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.
World's 10 Most Livable Cities: 2025
By Michael S. FischerThe Economist Intelligence Unit ranked 173 cities in areas like culture, health care, education, stability and infrastructure.
June 12, 2025
81% of Wealth Inheritors Say They'll Fire Their Parents' AdvisorThe next generation of wealthy individuals is pressuring wealth managers to revamp their services, Capgemini finds.
June 04, 2025
JPMorgan to Offer Clients Financing Against Crypto ETFsThe bank will soon let retail and HNW clients use holdings of iShares Bitcoin Trust as collateral for loans.
June 04, 2025
Mariner Scores $1.4B Firm Serving AthletesTaurus Asset Management is based on Madison Avenue in New York and is taking on the Mariner brand.
June 03, 2025
10 States Where the Top 5% Earn the MostThese locales' highest earners dwarf Americans' median yearly income of some $81,000, WalletHub research found.
June 03, 2025
Alternative Assets Aren't a Good Deal for Clients: Expert"Alts bring extraordinary costs but ordinary returns," says investment consultant and author Richard Ennis, CFA.
June 03, 2025
Mercer Adds $2B Wealth Team in OklahomaThe RIA's second deal in the state brings its asset base in Texas and Oklahoma to $7 billion.
May 29, 2025
10 U.S. Cities With the Most Millionaires: 2025The U.S. has more millionaires than any other country, by far, Henley & Partners reports. Here's where to find them.