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.
10 Questions for Working a Room Full of Strangers
By Bryce SandersKeep these questions in mind and you'll never be stuck in an awkward silence.
February 14, 2023
AIG to Create Independent Agency to Serve Wealthiest ClientsAIG's Private Client Group will shift to the new managing general agency and be rebranded.
February 14, 2023
11 Mindset Shifts That Lead to Business GrowthThe first step to better results is reframing the beliefs that hold you back.
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 09, 2023
How an Advisor Invests NFL Players' Wealth"Don't invade the principal!" Lee Rawiszer urges his clients from the Chicago Bears, Minnesota Vikings and New York Giants.
February 07, 2023
Biden Will Call for Billionaire Tax, Bigger Levy on Stock BuybacksThese proposals will be highlighted by the president tonight in his State of the Union address.
February 02, 2023
Why Wealth Taxes Have Always Been a Terrible IdeaA 1% or 2% wealth tax may sound small, but it's actually very large compared with current tax rates.
February 01, 2023
Commonwealth Rolls Out Private Wealth Designation ProgramThe CPWA designation is for advisors who want to meet the complex needs of wealthy clients.