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.
Tidemann Group, Alvarium Investments to Merge via SPAC
By Bernice NapachThe new firm, with $54 billion in assets, will be called Alvarium Tiedemann and trade on the Nasdaq under the ticker GLBL.
September 09, 2021
Don't Call Us an RIA. No Offense.There's nothing wrong with RIAs, but there's a new way to be an independent financial firm.
September 09, 2021
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: SurveyThe CFP Board polled certificants about the value of the credential.
September 07, 2021
Hightower Takes Stake in $1.5B Multi-Office RIAAlexandria Capital, based near Washington, D.C., has locations in Boston; Juneau, Alaska; New York; and Portland, Oregon.
September 03, 2021
Senate Democrats Mull Taxes on Stock Buybacks, Excess CEO PaySenate Democrats are discussing a wider range of tax proposals than President Joe Biden has proposed.
September 02, 2021
The Ten Commandments of Post-Pandemic ProspectingAs you get back out there to find new clients, you'll likely find prospecting the same, yet different.
August 27, 2021
Captrust to Buy $85B Investment GroupChicago-based Ellwood's clients includes endowments, foundations, retirement plans, family offices and high-net-worth individuals.
August 23, 2021
Hightower Takes Stake in $800M Denver RIAHightower would not disclose the size of its investment but says the transaction involves both cash and equity.