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.
Focus Partners Wealth to Buy $4.2B RIA
By Dinah Wisenberg BrinThe deal with Seattle-based Merriman Wealth is the business unit's ninth acquisition over the past year.
January 22, 2025
Widows Will Inherit $51 Trillion in Great Wealth Transfer: CerulliWith so much money poised to be passed on to women, advisory firms should address gender service gaps.
January 17, 2025
Goldman Rakes In Record Wealth RevenueTotal wealth management client assets stood at around $1.6 trillion at year-end.
January 16, 2025
How to ‘Bulletproof’ a Will With a No-Contest ClauseEarly and consistent communication reduces estate planning conflict, but legal mechanisms are also available when challenges are expected.
January 16, 2025
AI Will Wipe Out 80% of Financial Planning Business, Advisor PredictsMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.
January 08, 2025
Private Markets Access Is a Must-Have for RIAs: OptoJake Miller, the platform's co-founder, advocates broadening the client base for high-quality private investments.
January 08, 2025
What It Takes to Succeed in Advising Wealthy ClientsA webcast Jan. 15 will offer an expansive discussion of trends and challenges among the wealthy.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.