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.
10 Simple Phrases That Get Prospects to Open Up
By Bryce SandersThe first step in getting potential new clients to like you is getting to know them better.
May 10, 2022
Orion to Buy HNW-Focused TownSquare CapitalThe deal should add $6 billion to the $60 billion in assets now on Orion's wealth management platform.
May 10, 2022
Goldman's Oppenheimer Sees Value in $11T Stock Rout"Equities are starting to look attractive for medium-to-longer term buyers," the strategist said Tuesday, though downside risks still lurk. "Equities are starting to look attractive for medium-to-longer term buyers," he told Bloomberg Television on Tuesday. While the downside risks still lurk, "all of that really is absorbed into the market already."
May 03, 2022
Understanding IRMAA: A Medicare Customer QuestionSome of your clients may end up paying more than others for part of Medicare.
May 03, 2022
The Ten Commandments of Financial Advisor SuccessTechnology changes, but the principles of advisors' success are pretty constant.
April 28, 2022
Why Half of Mercer's 500 Advisors Are WomenCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.
April 28, 2022
Most HNW Advisors Still Unfamiliar With Direct Indexing: SurveyYet these advisors embrace the strategy's most valued benefits: tax management and customized exposures.
April 28, 2022
RBC Clearing Launches New Tech Platform for RIAs, BDs: Tech RoundupAlso, AI-powered prospecting solution Catchlight integrates with Redtail.