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.
Aging Advisors: Bad News for Indies, Good News for Wirehouses
By Melanie WaddellNew research suggests that custodians and BDs who partner with independent advisors face a serious risk to their business models as advisors age.
December 20, 2013
5 simple giftsWhen the nights are long and the winds are cold, remember the Nutcracker.
December 19, 2013
Are your staff members scaring people off?Your employees can make or break your client experience.
December 18, 2013
Chartered Special Needs Consultant Designation a ‘Huge Step Forward’The American College's new ChSNC program is helping Connecticut planner Michael Beloff hone a craft in which he's specialized since 2002.
December 18, 2013
Neasham case review: Is this California or Russia?This blogger thinks its time for the insurance industry to ask for a review of the Attorney Generals office in California.
December 18, 2013
Neasham case review: Is this California or Russia?This blogger thinks its time for the insurance industry to ask for a review of the Attorney Generals office in California.
December 17, 2013
How to Help HNW Clients Evade Kidnapping, Ransom and ExtortionTechnology is the newest weapon for organized crime syndicates, the primary perpetrators of these crimes against high-net-worth families.