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.
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTs
By Jeff BermanCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.
August 05, 2021
How Donors Can Better Utilize Charitable Giving: BNY Mellon Wealth ManagementThe annual report addresses potential opportunities for donors to better realize financial and tax benefits.
August 02, 2021
15 Tactful Ways to Announce You Are an AdvisorThere are plenty of ways to raise your professional visibility without hitting people over the head.
July 30, 2021
Zachary Karabell: How a Boring Bank Shaped the Rise of American PowerThe author and former Envestnet exec tells ThinkAdvisor how Brown Brothers Harriman became a quiet powerhouse in "the unsexy corners of the financial world."
July 26, 2021
JPMorgan to Hire 550 Brokers, More Than Doubling Its Current BaseThe firm also grabbed new leaders from Goldman and Merrill.
July 26, 2021
How to Throw a Dinner Party That Wows Your Wealthy ClientsEntertaining helps you build better relationships faster — and gets you invited to more parties.
July 23, 2021
Goldman: What Family Offices Do DifferentlyThese investors benefit from a lack of defined investing timelines and the absence of outside interference, the survey found.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.