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.
Fed Governor: Crisis Scared Winners, Too
By Allison BellSome U.S. families with heads near retirement did fine from 2007 to 2009 - and members of those families seem to be about as nervous about spending as families that lost heavily during the crisis.
March 22, 2011
Elder abuse: Mickey Rooney breaks stereotypesMickey Rooney's recent court testimony that he was a victim of elder abuse by family members has brought some much-needed attention to the issue.
March 17, 2011
LTCI tip: Selling to the familyThe decision to purchase LTCI is frequently couched in figuring out what's best for a client's entire family, and you need to be conscious of that. Here are some keys to making a more inclusive sale.
March 09, 2011
Do Your Advisory Firm Employees Have a Drinking Problem?Firm owners need to encourage their employees to take breaks and, for Heaven’s sake, to drink enough fluids.
March 08, 2011
The plus side of special-needs planningJerry Hulick, CLU, ChFC, CLTC, leads the Special Care Planning Team for The Washington Group, one of the largest agencies in the country affiliated with Massachusetts Mutual Life (MassMutual).
March 08, 2011
Gold, Oil Drop as OPEC Mulls Production IncreaseTuesday morning saw gold falling from record territory set Monday as OPEC said it would consider increasing production.
March 07, 2011
Nursing home allegation: Drugs used to 'chemically restrain' seniors?A San Diego, Calif., news station is reporting the allegation that senior patients in skilled nursing facilities in the area are being given powerful antipsychotic drugs in order to control their behavior.