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.
Orion to Buy HNW-Focused TownSquare Capital
By Janet LevauxThe deal should add $6 billion to the $60 billion in assets now on Orion's wealth management platform.
May 03, 2022
The Ten Commandments of Financial Advisor SuccessTechnology changes, but the principles of advisors' success are pretty constant.
April 28, 2022
Why Half of Mercer's 500 Advisors Are WomenCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.
April 28, 2022
Most HNW Advisors Still Unfamiliar With Direct Indexing: SurveyYet these advisors embrace the strategy's most valued benefits: tax management and customized exposures.
April 28, 2022
RBC Clearing Launches New Tech Platform for RIAs, BDs: Tech RoundupAlso, AI-powered prospecting solution Catchlight integrates with Redtail.
April 27, 2022
Ex-Schwab Exec: Wirehouses, Banks Are Challenging RIAsBig firms have adopted more RIA-like offerings; meanwhile, breakaways have gotten smarter, Rob Farmer tells ThinkAdvisor.
April 24, 2022
Goldman Sachs, JPMorgan and UBS Launch New Brands to Lure Average InvestorsHere's why these blue-chip banks — which for generations have fixated on the 1% — are stooping to conquer clients with just 0.01% of this wealth.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.