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.
Wealthiest Americans May Be Their Own Worst Enemies
By Dan BermanSerious disconnects, rising to the level of "incongrous," are exhibited by the UHNW, a study by SEI and Scorpio finds. One reason: They underutilize advisors.
August 10, 2015
5 ways you can build client relationships with blended familiesAfter a loss, a family is usually left with a lot of emotions. Here's how to handle that while maintaining their assets.
August 10, 2015
All in the family: Essential facts about 3 modern householdsModern families -- same-sex couples, blended and multigenerational families -- make up a third of all households.
July 30, 2015
Why multigenerational planning is too important to ignoreServing multiple generations of a family is a solid client retention strategy, and a natural prospecting tool to boot.
July 29, 2015
For the Wealthy, It’s Hard to Find Good HelpFamily offices are hiring household help for high-net-worth clients but should they get involved?
July 22, 2015
8 top concerns of SEC investor advocateAn ill-advised SEC [fiduciary] rule could be worse than no rule at all, says the Office of the Investor Advocate in its report on objectives.
July 17, 2015
24 great sales jokesHow does a salesperson greet another salesperson? You'll have to read to find out.
July 16, 2015
Oops! How to respond to the most awkward client scenariosIf you haven't yet found yourself in one of these situations, it's only a matter of time.