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.
Treasury Delays AML Rule for Advisors to Conduct 'Broad Review'
By Melanie WaddellFinCEN also intends to revisit the proposed customer identification requirements for advisors.
July 16, 2025
3 Ways to Meet the Needs of Today's HNW MatriarchAdvisors who don't engage with this group risk losing out as this demographic shapes the future of wealth management.
July 14, 2025
Morgan Stanley, Goldman and Wells Fargo to Settle $120M LawsuitThe trio helped Bill Hwang’s $36 billion family office place massive bets on stocks.
July 11, 2025
Private Credit Lures the Ultra-Rich Sitting on $3.1TFamily offices represent a vast pool of capital and are increasingly seeking new sources of returns.
July 10, 2025
Fintech iCapital Raises $820MThe alternatives platform provider says it is now valued at $7.5 billion.
July 10, 2025
RBC Recruits $1.7B Ex-UBS Team for New Downstate NY BranchThe eight-member team joined RBC’s new branch in Westchester, New York.
July 10, 2025
Why These Commonwealth Advisors Are Happily Giving LPL a ChanceLPL’s leadership has been clear and consistent in its messaging to incoming Commonwealth teams, three advisors say.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.