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.
Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors
By Olivia MellanAdopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."
November 12, 2012
LPL Advisors Launch Special-Needs Community ProgramWinnie Sun and Sun Group support 1,000 visits to unique SoCal museum on behalf of her team and clients.
November 06, 2012
Arlen Specter (1930-2012)It has been said that no one has done more for the state of Pennsylvania than Benjamin Franklin. It has also been said that Pennsylvania Senator Alren Specter runs a close second.
November 06, 2012
Wealthy Donors Increasingly Manage Giving Through Family Offices: StudyFamilies are leveraging the strengths of philanthropy and the family office for greater effect in the community and more satisfaction for themselves, the National Center for Family Philanthropy found.
November 05, 2012
Arlen Specter (1930-2012)It has been said that no one has done more for the state of Pennsylvania than Benjamin Franklin. It has also been said that Pennsylvania Senator Alren Specter runs a close second.
November 03, 2012
Radio silence does not equal deathDont jump to conclusions if you dont hear from a prospect.
October 31, 2012
Sandy Rips Through East Coast: The AftermathSome coastal areas saw record storm-surge flooding, while strong winds knocked out power to more than 7 million customers in 15 states.