UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Morgan Stanley Nabs $1B Team From UBS
By John ManganaroThe New York-based group focuses on serving professional athletes and entertainers.
March 12, 2025
Edward Jones Expands Private Client Services for Wealthy HouseholdsThe firm is rolling out an elevated experience for clients with more than $10 million in investable assets.
March 10, 2025
12 Biggest U.S. Mega-Donors to Charity in 2024Six of them made gifts of $1 billion or more, according to the Chronicle of Philanthropy.
February 20, 2025
LPL Launches Alternatives PlatformThe platform is intended to streamline the way financial advisors and their clients access and manage alternative investments.
February 18, 2025
LPL Unveils Exit Planning Capabilities for Business Owners and CEOsWith 12 million small businesses set to be sold through 2035, such tools are in high demand.
February 18, 2025
Retraining Advisors to Become 'Personal CFOs'Brighton Jones CEO Jon Jones discusses what he thinks the industry lacks and how his advisors deliver it.
February 13, 2025
How Firms Can Attract Both Advisors and ClientsLouis Diamond and April Rudin discuss how to meet this recruiting and marketing challenge.
February 13, 2025
14 Ways to Connect With the Wealthy Over WineThink of wine as a crossover vehicle: It blends their interests with the limitations of your budget.