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.
H.R. 4173: Goodbye Hedge Fund, Hello Family Office
By Allison BellThe Dodd-Frank Wall Street Reform and Consumer Protection Act could end up increasing the popularity of family offices and equity-linked insurance products that don't use separate accounts.
July 13, 2010
Senior voters: Engaged, unhappy and Republican78% - Percentage of seniors who are certain they will vote in the election.
July 09, 2010
What Makes the Top Wealth Managers Tick?Regulatory uncertainty was cited as one of "three most critical risks to your firm" by many RIAs who completed the 2010 Top Wealth Managers annual survey.
July 02, 2010
Happy Independence DayWe hope that you, your loved ones and your business associates are having a great holiday.
June 30, 2010
How "fit" is your customer service?This is actually far more important than what you may think.
June 28, 2010
Senator Byrd's Death May Hold Up Passage of Reform BillWith the death of Senator Robert Byrd (D-West Virginia) at 92 in the early hours of Monday, June 28, questions remain whether his passing will complicate passage of the financial services reform bill.
June 21, 2010
New York Holds Filing Process HearingNew York State Insurance Department officials will get face-to-face advice June 28 on ways to improve department regulatory filing and producer licensing procedures.
June 18, 2010
MassMutual Sponsors More Market ResearchMassachusetts Mutual Life Insurance Company is trying to learn more about how U.S. families and their finances really work.