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.
Redtail Readies New Atlanta Headquarters, Boosts Hiring
By Michael S. FischerThe CRM provider will add 30 staff positions in 2018, more than doubling its customer service team.
March 01, 2018
Galvin Expands MetLife Pension Probe to Other FirmsA probe in Massachusetts found hundreds of retirees are owed pensions by MetLife. Now the state is investigating Prudential, Transamerica, Principal Financial and MassMutual.
January 29, 2018
How the Best Advisors Approach Aging ClientsIt takes courage to pull away the protective armor of denial; but if ignored, this denial will rip any family harmony to shreds.
January 05, 2018
12 Ways to Build Strong Relationships With New Financial AdvisorsIt's time to embrace some new ways of interacting and working with the new planners and other staff on your advisory teams.
November 27, 2017
Wealthy Families, Target of Cybercrime, Lack Proper Defenses, Report ShowsMany families fail to audit their publicly available information, shows global report by Campden Wealth and Schillings.
November 14, 2017
Trump’s Tweets Are ‘Official Statements,’ Feds Tell CourtThe question has been on the minds of lawyers and legal scholars since the tweet-happy president took office.
November 03, 2017
‘No Evidence’ CFPB’s Cordray Violated US Ethics Rules: AgencyCFPB director Richard Cordray has been cleared of allegations that he improperly positioned himself to run in Ohios gubernatorial contest while leading the Obama-era agency.
October 25, 2017
$2B Trilogy Group Transitions From NPH to LPLIn other news, Ameriprise recruits Wells Fargo reps with nearly $370 million in assets.