UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Wirehouse Veteran Sees Risk to Clients in RIA 'Behemoths'
By Jane Wollman RusoffMega-RIAs could lose what makes them different from wirehouses, Segment Wealth CEO Gil Baumgarten says.
July 17, 2024
Alts 'Should Be Core' in Most Portfolios: Merrill Investment ExecThe firm now offers alts to clients with at least $1 million in assets, Nancy Fahmy tells ThinkAdvisor.
July 16, 2024
12 Words That Help Get Your Point AcrossSometimes one word is all it takes to shift a client's perspective.
July 16, 2024
Integrated Partners Adds Estate Planning Tools From Wealth.comThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.
July 12, 2024
Wealthspire Launches Trust Company to Support Wealthy ClientsThe independent RIA will staff the unit with advisors who specialize in estate planning, wealth transfer and taxation.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.