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.
Rockefeller Adds $1.4B Illinois RIA
By Jeff BermanBuying Whitnell & Co. supports the firm's Midwest expansion plans and comes about two months after it opened its first Chicago office.
November 06, 2020
15 Questions to Guide Family Charitable DiscussionsThis holiday season, family members may be inspired to participate for the first time or change their giving strategy.
October 30, 2020
FBI Hunts Advisor Who Went Missing Amid Fraud ChargeThe Atlanta-area advisor, who disappeared in September, faces a class-action lawsuit by clients and a warrant for his arrest.
October 06, 2020
Famous Folks (Real and Fictitious) Who Worked From HomeGranted, some of these people (and characters) had special situations...
October 02, 2020
Family Offices, Wealthy Investors Wary of Investment RisksWealthy investors expect 1% to 5% portfolio returns in the next 12 months, a Citi Private Bank survey finds.
September 24, 2020
Edward Jones Advisor: How New Tech Has Boosted Client Service During PandemicWebinar Hub and My Priorities have been especially useful, advisor Alyssa Jennings tells ThinkAdvisor.
September 18, 2020
What's Up With the LPL-Morningstar Relationship?The research firm says it's "disappointed" by the IBD's decision tied to the use of Morningstar Office for consolidated reporting.
August 25, 2020
It Can't All Be for NothingThe author looks at finding your 'why' In the advisory world.