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.
U.S. Household Net Worth Jumps to a Record on Equities, Housing
By Reade PickertThe figure grew by $5.3 trillion, or 3.7%, in the fourth quarter, pushing total U.S. net worth to more than $150 trillion.
March 09, 2022
'Buy the Dip' Is No Longer a Sure Thing for InvestorsThe war has aggravated an unpleasant start to 2022 for stock investors; the top U.S. stock indexes are now down 10-18% this year.
March 07, 2022
How Advisors Do the Party CircuitSpring brings opportunities for advisors to mingle with coveted prospects.
March 07, 2022
U.S. Debt Is Massive, Expanding and Under ControlFears of a a "debt bomb" are not backed up by the numbers.
March 04, 2022
Debate: Should Clients Use a Backdoor Roth IRA in 2022?Should high-income clients use this strategy while they can, or are they risking a tax headache in the future?
March 04, 2022
Should You Generate Income via Stablecoin Lending?Stablecoin lending is a new way to earn passive income. Here's what advisors should know about it.
March 04, 2022
Los Angeles Mega-Mansion Sells for $141M at AuctionThe 21-bedroom, 49-bath Bel Air hilltop estate — dubbed "The One" — had a list price of $295 million.
March 04, 2022
Credit Suisse, UBS Wealth Clients Face Margin Calls on Russian AssetsSwiss banks are asking rich clients to post more collateral after cutting lending values on Russian securities, say people familiar with the matter.