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.
15 Countries With the Most Billionaires
By Michael S. FischerThese countries are home to more than three-quarters of the world's billionaires, according to Altrata.
June 29, 2022
Democrats Weigh Paring Biden Tax Hike to Win Over ManchinThe changes could mean that wealthy households and U.S. corporations end up facing smaller tax hikes than first planned.
June 28, 2022
10 Ways to Find Business This Summer"Sell in May and go away" is not helpful advice when you want to grow your business.
June 23, 2022
3 Ways Alternatives Can Help Advisors Manage Investor EmotionsAlternatives can support clients in staying the course and offer them protection in bad times.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 22, 2022
S&P 500 Hasn't Had Such a Bad First Half Since the Nixon EraA 1970's-style inflation shock could send the index crashing about 33% from current levels to 2,525, says Societe Generale strategist Manish Kabra.
June 21, 2022
Hosting a Dinner Party to Impress Your Clients, Made EasyYou don't have to be an event planner or master chef to pull this off.
June 17, 2022
How the Markets, World & Wealth Have Changed Over 30 YearsA look at the big trends that have survived other financial crashes (in 2000 and 2008) and military conflicts (like the Iraq War).