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.
Billionaire Mark Cuban Calls Wealth Tax Loan Proposal 'Insane'
By Felipe MarquesRep. Ro Khanna of California suggested that the government could lend money to help billionaires pay the tax.
August 11, 2026
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How UHNW Clients Can Brace for a Potential California Wealth TaxAdvisors offer guidance on what to do if a one-time 5% wealth tax passes.
August 06, 2026
Watch This Trend Around Qualified Small-Business StockAt least seven states do not recognize the exclusion of capital gains on this stock, and the list is growing.
August 06, 2026
Corient Adds $21B Summit Trail AdvisorsThe transaction brings the Miami-based wealth management firm to about $556 billion in AUM.
July 31, 2026
Wall Street's Wealth Managers Are Vying for AI's Growing EliteLending demand at JPMorgan's global private bank has grown tenfold in recent months.
July 30, 2026
Advisors Outsourcing Investment Management See Stronger Relationships, Growth Prospects: StudyThey also report an improved ability to serve high-net-worth clients, according to AssetMark research.
July 30, 2026
Mercer Debuts New Version of AI-Powered EcosystemAspen 2.0 is now deployed across the RIA's more than 1,100 wealth professionals.
July 29, 2026
UBS Starts $3B Buyback Plan on Strong Q2 ResultsIts Americas wealth business posted net inflows of $1 billion, even after a $10 billion outflow related to the U.S. tax season.