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.
The Twitter tragedy
By Staff WriterChanges to Twitter's API aren't making third-party providers happy, but they might make Twitter a profitable business.
August 17, 2012
The Road Warrior Handicap … and the Home Field AdvantageThe trust our clients place in us takes years to earn or does it?
August 14, 2012
Rothstein Kass Adds JDJ Resources Team to Family Office GroupJDJs three partnersDoreen Biebusch, James Kittler and Steven Sarcionehave joined Rothstein Kass as directors, and all members of the JDJ team are now part of the firms family office group.
August 14, 2012
Want to Save on HNW Clients’ Home Insurance? Raise the DeductibleBig premium savings can far outweigh the added risk when your wealthy clients raise their deductibles.
August 10, 2012
Put Accident Insurance on Clients' Back-to-School ChecklistFamily accident insurance is a great product for any agent or broker to offer.
August 10, 2012
An Economist Explains How Fear Drives ProductivityHeres a depressing thought: Americas productivity is rising on the backs of scared office workers.
August 01, 2012
Older Millionaires Get Tech-SavvyA recent study shows that boomer and senior millionaires are really buying into the tech world, becoming fast adopters of smartphones and tablets.
August 01, 2012
Older Millionaires Get Tech-SavvyA recent study shows that boomer and senior millionaires are really buying into the tech world, becoming fast adopters of smartphones and tablets.