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.
Meet the Winners: LUMINARIES in Executive Leadership, 2021 — People
By Michael S. Fischer and Emily HolbrookMeet the individuals being honored for their work in executive leadership that is driving the financial industry forward.
October 26, 2021
Democrats Target 'Buy, Borrow, Die' With Their Billionaire Tax PlanMore than $5 trillion is held by over 800 Americans worth at least $1 billion, according to the Bloomberg Billionaires Index.
October 25, 2021
Democrats Draw Up Billionaire-Tax Plan as Corporate Hike FadesSenate Finance Committee Chair Ron Wyden plans to unveil a new tax on the unrealized capital gains of the ultra wealthy this week.
October 20, 2021
Raymond James to Buy TriState Capital for $1.1BAs part of the transaction, which the firms expect to close next year, Pittsburgh-based TriState will continue to operate as a separately branded firm.
October 19, 2021
12 Warning Signs That a Client Is a Bad FitThere are certain types of clients you should think twice about accepting, refer to another advisor or completely avoid.
October 18, 2021
7 Steps to Keeping a Client Whose Advisor Has Left the FirmAn established advisor quits. Their accounts are now yours. What do you do? Act quickly.
October 15, 2021
Is Setting Up a Trust in South Dakota Really Worth It?For those with only a few zeroes in their fortunes, it might not be worth the hassle.
October 15, 2021
Charitable Giving Advice Linked to More Assets, Faster Growth: FidelityAdvisors who offer charitable planning have better client relationships in a number of quantifiable ways, research finds.