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.
A winner is a loser who doesn’t give up
By Jack DalyEveryone loses from time to time. What differentiates a winner is the tenacity to push through to success.
November 06, 2014
What are your customers worth?You may be surprised to learn that many corporate leaders dont know the lifetime value of their customers. Do you?
November 05, 2014
Younger investors less satisfied with advisorsSpectrem Groups newest research report analyzes the relationship between investor and advisor for millionaires, UHNW and mass affluent.
October 27, 2014
Say it with cake: The new ways of quittingIs extreme quitting becoming the new abnormal?
October 10, 2014
Coaches Corner: Nixing the Top 4 Excuses for Not Building SystemsMany advisors have great excuses for not implementing standard procedures in their firms, but there are just as many reasons to do so. Heres how.
October 06, 2014
Family Offices Globally Show Significant Similarities: StudyThe average family office portfolio returned about 9% in 2013, the UBS/Campden study found.
October 02, 2014
3 Trends for Newly Wealthy FamiliesWith most U.S. wealth being first-generation wealth, its not about preparing the money for the family so much as preparing the family for the money.
September 25, 2014
Holder expected to resign as attorney generalAttorney General Eric Holder plans to resign his post, staying in office until a successor is confirmed, a Justice Department official said.