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.
Top 4 Reasons Clients Leave Advisors
By ThinkAdvisor StaffVanguard-Spectrem study on what the affluent expect from their advisors finds four missteps that would prompt clients to switch advisors.
February 24, 2014
Aging Advisors: Bad News for Indies, Good News for WirehousesNew research suggests that custodians and BDs who partner with independent advisors face a serious risk to their business models as advisors age.
February 06, 2014
Getting Clients to Follow Your Advice: The Missing SpouseIn this scenario, Mellan and Birke discuss what happens when the spouse who is your primary client contact disappears due to divorce, death or disability.
January 29, 2014
8 Trends for China’s Ultra-Rich in Year of the HorseThe number of Chinese worth $500 million and up should expand by roughly 6% in 2014 to 535 individuals.
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.