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.
SEIA Names New Director of Estate and Tax Planning
By John ManganaroApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 26, 2024
Goldman Promotes Meena Flynn to Co-Lead UHNW PushOverall, the firm wants to boost its private wealth-management results and become less reliant on volatile trading revenue.
February 22, 2024
Mercer Advisors Names New CFOGün Keresteci was previously the global head of finance at consultancy McKinsey & Co.
February 21, 2024
LPL Sees Recruiting Benefits From Souped-Up HNW ServicesMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
February 21, 2024
Axcelus, John Hancock Top the Senate Finance Private Life RankingsRon Wyden, a critic, surveyed seven providers and collected data on the ultra-high-net-worth clients' policies.
February 21, 2024
SEI Invests $10M in Platform Maker TIFINThe news comes about two months after the firm said it was buying the alts platform Altigo.
February 20, 2024
In Advisory Fees, the Future Is Flat, Facet Founder Argues"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 20, 2024
LPL Expands HNW Program, Drops Asset MinimumThe firm is eliminating a $5 million investable asset minimum for HNW specialty services.