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.
6 Savvy Insurance Moves Wealthy Clients Can Make in 2026
By John ManganaroRisk appetite among high-net-worth individuals has dropped sharply over the past several years.
December 01, 2025
Goldman Sachs to Pay $2B for ETF IssuerIt's acquiring Innovator Capital, which specializes in defined-outcome funds and has $28 billion in assets.
November 26, 2025
10 Holiday Gift Ideas for Less Than $100The offering doesn’t have to be expensive, but it should be thoughtfully chosen, with a touch of elegance.
November 26, 2025
10 of the Worst Financial Scams of the Past CenturyWhile Charles Ponzi’s own scheme is a bit too old to qualify, his name figured into many more recent frauds.
November 25, 2025
10 Questions You Might Get at Holiday Parties This YearThe right answers leave potential clients impressed. The wrong ones can make you sound like a jerk.
November 22, 2025
4 Celebrity Estate Battles We Can All Learn FromSuccessful estate planning is not just about avoiding taxes or keeping things private. It’s about keeping the peace.
November 21, 2025
What Wealthy, and Wealthier, Clients Seek in Alternative InvestmentsHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."
November 19, 2025
Why Self-Directed Investors Make Great Clients"You may be surprised by how interested they are in working with financial advisors,” Nick Stuller says.