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.
If symptoms persist, text your doctor
By Staff WriterOr save even more time by friending them on Facebook or having them follow you on Twitter.
February 28, 2013
How has your advisor chosen to communicate with you?He uses everything: email, phone calls, stuff that comes in the mail. He’s very proactive when it comes to communicating. He’ll even text me…
February 28, 2013
Michael Milken Probed by SEC for Guggenheim Ties: ReportIn breaking news seemingly from 1987, the SEC is allegedly investigating whether the former junk-bond king violated his lifetime ban from the securities industry by acting as an advisor to Guggenheim Partners.
February 26, 2013
Counties cope as indigent burials increaseWith many people unable to afford funeral bills in the economic downturn, cities and states are forced to cover the cost.
February 26, 2013
Counties cope as indigent burials increaseWith many people unable to afford funeral bills in the economic downturn, cities and states are forced to cover the cost.
February 25, 2013
Your Client’s BrainYoure an advisor, so you like numbers. Here are some: 753, 3,000 and 900. Those are the numbers of registrants for three recent advisor-centric gatherings staged by FSI, TD Ameritrade Institutional and IMCA.
February 25, 2013
Congratulations to Ben Affleck, Hollywood’s greatest failureBefore you can learn from a mistake, you must have the guts to take a risk.
February 25, 2013
Broken Trusts: The Man Who Married His Wife Six TimesManipulative parents, conditional love and hostile children create the conditions for incentive trusts that dont work, as the case of the six-marriage man makes clear.