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.
Strategic Giving Satisfies Dual Goals of Family Foundations
By Staff WriterWorking together to develop a grant-making strategy allows family members to exchange ideas and find common ground.
December 22, 2010
Hedge Fund to Use Twitter in Market Research. OMGSocial networking site will help a hedge fund predict stock moves based on identifying the use of emotional words.
December 16, 2010
Mortgage Rates Hit 5%; Housing Starts Rose in NovemberMortgage rates continued their steady upward trend on Thursday, hitting 5% for 30-year fixed rates for the first time since May.
December 13, 2010
7 more ideas for marketing your business this holiday seasonThe holiday season is here, and if you haven't already planned a party or other event to host for clients and centers of influence, consider seven more ideas that are great ways to reach out while marketing your business.
December 12, 2010
A Madoff Son Hangs HimselfMark Madoff, the elder son of Bernie Madoff, the man whose name has become a byword for financial fleecing, took his life on Saturday on the second anniversary of his father’s arrest.
December 09, 2010
Former Aetna Chairman DiesJames Lynn, 83, a former chairman and chief executive officer of Aetna Inc., has died.
December 07, 2010
10 ways to market your business this holiday seasonThe holiday season can also be a great time to network as well as reach out to prospects and centers of influence. Take advantage of all the opportunities the holidays provide to market your business.
December 06, 2010
10 ways to market your business this holiday seasonThe holiday season can also be a great time to network as well as reach out to prospects and centers of influence. Take advantage of all the opportunities the holidays provide to market your business.