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.
A Sickening Situation
By Andrew McElweeFor wealthy clients who employ domestic employees to help run their households, the health and financial exposures are more serious than they probably imagined.
March 02, 2010
Snow Snarls CE CreditsCFP Board assures that certificants won't be disadvantaged by delay.
March 01, 2010
The check is in the mailWhile direct mail might have seemed to be e-mail's first casualty, the old tried-and-true marketing resource is as vital as ever.
March 01, 2010
The Affluentialist: What Do Counselors Think About Clients?As we've explored in several previous columns, the financial planning part of advising affluent families is often the easiest piece of a workable solution. More...
February 28, 2010
The check is in the mailWhile direct mail might have seemed to be e-mail's first casualty, the old tried-and-true marketing resource is as vital as ever.
February 22, 2010
MDRT To Package A Million MealsThe Million Dollar Round Table will be putting annual meeting attendees to work feeding the hungry.
February 09, 2010
Wealthy Investors Want Help Finding AdvisorsFinding a money manager or hedge fund isn't as easy as it once was thought to be--even for "ultra-wealthy" investors.