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.
UBS to Pay $25M SEC Penalty Over Complex Options Strategy
By Matt RobinsonUBS advisors sold the Yield Enhancement Strategy even though some didn't understand the risks themselves, regulators say.
June 23, 2022
3 Ways Alternatives Can Help Advisors Manage Investor EmotionsAlternatives can support clients in staying the course and offer them protection in bad times.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 22, 2022
S&P 500 Hasn't Had Such a Bad First Half Since the Nixon EraA 1970's-style inflation shock could send the index crashing about 33% from current levels to 2,525, says Societe Generale strategist Manish Kabra.
June 21, 2022
Hosting a Dinner Party to Impress Your Clients, Made EasyYou don't have to be an event planner or master chef to pull this off.
June 17, 2022
How the Markets, World & Wealth Have Changed Over 30 YearsA look at the big trends that have survived other financial crashes (in 2000 and 2008) and military conflicts (like the Iraq War).
June 16, 2022
10 Estate Planning Steps Wealthy Investors Might Be MissingEven the wealthiest often have potentially costly gaps in their estate plans, according to Spectrem Group.
June 15, 2022
LPL Rolls Out HNW ServicesThe program can help advisors offer select clients "a concierge-like experience," says LPL Private Client's Patrick Herrington.