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.
Top 12 Global Cities for the Ultra-Wealthy: 2021
By Michael S. FischerThese are the most desirable cities for the ultra-wealthy people to live, do business and invest, according to Knight Frank's research.
March 15, 2021
Beware of 'Over-Segmenting' Your ClientsMarketing and fintech expert April Rudin discussed some Merrill data on wealthy clients that "flies in the face" of conventional wisdom.
March 12, 2021
Wells Fargo to Drop Abbot Downing BrandThe wirehouse is moving the business, which serves ultra-wealthy clients, into Wells Fargo Private Bank.
March 04, 2021
CFP Board Center for Financial Planning Launches Diversity ScholarshipThe scholarship will cover the cost of the Dalton Review CFP exam review course for 10 recipients per year.
March 01, 2021
Richest 100 Americans Would Pay $78B Under Warren TaxThe bill stipulates that households with a net worth of over $50 million would pay a 2% yearly tax on their wealth.
March 01, 2021
Sen. Warren's Wealth Tax Plan Is 'Nuts': Jane Bryant QuinnThe longtime financial journalist tells ThinkAdvisor the plan is "hopeless" and discusses other ways to tax the ultra-wealthy.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
February 23, 2021
Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management FirmIn an interview, CEO Greg Fleming comments on the rumor that Rockefeller Capital is offering lucrative signing bonuses to advisors.