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.
iPad vs. laptop
By Richard HoeReaders of The Investment Edge know that I bought an iPad about five or six weeks ago; I thought it would be a good idea to report as to how I feel about this latest offering from Apple.
June 04, 2010
Pathstone Family Office Launches Independent Wealth Management FirmPathstone Family Office hung out its shingle as an independent, family- and employee-owned wealth management organization on Tuesday, June 1.
June 01, 2010
Deerfield Financial Acquires Chicago Planning FirmFormer NAPFA Chair Dick Bellmer's Indianapolis firm to expand into Chicago area with Bowyer, Weydert buy
June 01, 2010
DisclaimersHave you noticed that as the baby boom generation ages, the advertising we see on television changes along with them? Think back to those golden...
June 01, 2010
The Affluentialist: Growing Up Rich and ResponsibleIn last month's column, we explored potential damages to families and individuals when children of wealthy families grow up unprepared for responsibilities they'll inherit. While...
May 31, 2010
Stow your files to keep clients safeMessy desks may be the sign of a creative mind. But they're also a big compliance risk.
May 28, 2010
Memorial DayWe would like to give our deepest thanks to any readers who have served or are serving in the armed forces and those with loved ones in the armed forces.
May 25, 2010
Prudential U.K. Unit To Employ 400 Near NashvilleJackson National Life Insurance Company plans to set up a regional headquarters office in Franklin, Tenn.