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.
12 One-Liners That Make an Impression With Clients
By Bryce SandersFor advisors, the right words can make a point, win someone over or earn a smile.
August 11, 2024
LPL Updates Brand at Yearly ConferenceThe broker-dealer says it expects nearly 9,000 advisors, staff and sponsors at its San Diego-based event.
August 09, 2024
BofA Private Bank Hires Citi's Palacio in South Florida PushHe will join Bank of America in October with a focus on growing the firm's ultra-high-net-worth and family office business.
August 07, 2024
Blackstone Targets Richer Clients Than Its Rivals for a New FundThe private equity firm will only sell its latest product to those with at least $5 million of investments.
August 07, 2024
LPL Adds Ex-BofA Advisor in TexasAlberto Francis, a former tennis player, has joined its high-net-worth-focused employee affiliation model in Houston.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.
August 05, 2024
$3.6B West Coast RIA to Join Colony GroupThe two Focus Financial affiliates are forming a combined entity with some $114 billion in assets.
August 04, 2024
4 Ways to Help Clients With Digital AssetsClients are increasingly looking to financial advisors to safeguard these assets and add them to estate plans.