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.
What Wealthy, and Wealthier, Clients Seek in Alternative Investments
By Michael FeathermanHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."
November 19, 2025
12 States Where the 1% Have the Highest Effective Tax RateNationally, this group paid 37% of federal income taxes, according to SmartAsset.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.
November 18, 2025
Advisors Offer Lots of Services, but Clients Focus on a Few: CerulliThe typical retail investor uses less then half the offerings the average financial professional provides, research finds.
November 18, 2025
AssetMark Makes Good on Pledge to Enable Private Market AccessThe firm’s initial private markets launch introduced strategies from Apollo, Carlyle, KKR and Stepstone.
November 14, 2025
5 Engaging Ways to Speak With Wealthy Clients About GivingNational Philanthropy Day presents an opportunity to engage in meaningful conversations about values, legacy and impact.
November 13, 2025
6 Reasons Living Abroad Is Attractive for RetireesDomestic and global trends are reshaping Americans’ considerations about moving out the the U.S. after leaving work.
November 12, 2025
Mercer Makes First ‘Tax-Only’ AcquisitionThe deal mirrors moves made by other wealth management firms interested in deepening their in-house tax expertise.