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.
Will seniors ever retire?
By Daniel WilliamsA heart-to-heart between a dad and his son takes an odd turn as the Generation Xer discovers a hard truth: Some seniors just wont retire. Ever.
December 06, 2012
Assets of HNW Family Offices Near $800 BillionCerulli report points to factors that make this a lucrative and difficult RIA market to pursue.
December 04, 2012
Woman on trial in killing of Florida lottery winnerActing as the victims financial advisor, Dorice Moore allegedly took control of his assets, including an expensive home and a $1.5 million annuity.
November 29, 2012
Surprise clients with a personal touchIn what ways do you add that personal touch that can make all the difference?
November 20, 2012
Transformational Philanthropy: Cam Thornton on Benefits to Clients and AdvisorsAdopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."
November 20, 2012
Family Offices Spend Third of Time on Financial Reporting: FOX StudyDone well, reports enable families to make well-informed decisions about their future.
November 14, 2012
New Hire Roundup: Commonwealth Named as a Top Place to Work—AgainThis week in new hires, Commonwealth Financial Network once again made the Boston Globes list of top places to work in Massachusetts; Ellen Turf announced she would depart NAPFA next year; and Intech announced a new hire and promotions.