UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
From Efficient to Enduring: The Keys to an Extraordinary Client Experience
By Julie LittlechildThere are three levels to master. First, figure out which level best describes your firm.
January 29, 2025
Your Business Client Could Become Disabled, or DieInsurance can be part of designing an effective succession strategy to protect an ongoing enterprise, Dan Sudit maintains.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.
January 24, 2025
Focus Partners Wealth to Buy $4.2B RIAThe deal with Seattle-based Merriman Wealth is the business unit's ninth acquisition over the past year.
January 24, 2025
Single Women, Rich Millennials Will Fuel Luxury Real Estate This YearAs millennial buyers enter luxury markets in increasing numbers, this younger generation is behaving differently than its predecessors.
January 22, 2025
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.Newcomers were never trained to flex their prospecting muscles in the same way as the old guard.
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 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.