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.
Silver Lining Amid Market Turmoil? Company Stock Distributions
By Robert Bloink and William H. ByrnesThe net unrealized appreciation strategy can make sense for clients anticipating lower tax rates down the road.
April 17, 2025
Mercer Advisors Expands Held-Away Account Services With Pontera's SupportThe new program streamlines advisors’ ability to provide and implement advice on clients’ qualified investment accounts.
April 16, 2025
The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, TooSome might ask you for ideas about where to get help.
April 16, 2025
Household Wealth Surged 16% in 2024 on Stock Gains: CerulliWhile wealthy investors benefited most, the mass affluent are sitting on a $3 trillion rollover opportunity, the group says.
April 16, 2025
Schwab Takes Minority Stake in Wealth.comThe AI estate planning platform's CEO calls the deal “the foundation for something much bigger.”
April 14, 2025
15 Cities With the Most Millionaires: 2025These global urban centers blend investment freedom with lifestyle dividends, Henley & Partners’ annual report found.
April 11, 2025
Top 10 Countries for Wealthy FamiliesThese countries offer quality education, top-tier employment opportunities and good quality of life, Henley & Partners finds.
April 10, 2025
Citi's Sieg Tells Wealthy Clients: Don’t Buy the Dip“Let’s try to be disciplined ... [when] the world’s moving very fast,” said the former head of Merrill.