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.
With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?
By Michael S. FischerHeirs are already receiving around $2.5 trillion annually, Cerulli finds.
November 22, 2024
BofA Private Bank Nabs $7B Advisor Duo in FloridaPhillip Edwards and Lauren Stuhmer join the financial giant from Citi Private Bank.
November 20, 2024
Advyzon Launches Portfolio Management Platform for UHNW ClientsThe solution, dubbed Auria, combines enhanced portfolio management and performance reporting with a new client interface.
November 19, 2024
Wealth.com Expands Its RIA Reach (Again)The estate planning platform is hiring human experts while also developing AI tools, co-founder Matt White says.
November 19, 2024
What's Next for Trump's Tax Cuts? One Wealth Advisor's TakeLetting the 2017 law expire would hike taxes “for almost everybody,” enrolled agent Dave Alison says.
November 13, 2024
Mercer Adds Nearly $1.7B in Assets via Two DealsThe RIA acquired Waypoint Capital and Chapel & Collins, which serve wealthy families.
November 13, 2024
Goldman Sachs Consolidates Family Office PlatformThe firm has integrated its Ayco and private wealth management family office offerings.
November 12, 2024
Mercer Nabs Another RIA in ColoradoThe firm's latest acquisition in the state adds $675 million in assets and some 500 new client families.