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.
Planner’s dilemma: the housing crisis and loss of net worth
By Tom NawrockiThe percentage of families owning homes has fallen to 65.1 percent in 2013 from a peak of 69.0 percent in 2004.
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March 19, 2014
What Americans pay under PPACA [infographic]What would a 40-year-old pay for a silver-level health insurance based on region and assistance?
February 27, 2014
The best of everything... MarchAre your weekly sales meetings working; what's another word for lucid; and did you see what Steve Carell tweeted?
February 24, 2014
Aging Advisors: Bad News for Indies, Good News for WirehousesNew research suggests that custodians and BDs who partner with independent advisors face a serious risk to their business models as advisors age.
February 06, 2014
Getting Clients to Follow Your Advice: The Missing SpouseIn this scenario, Mellan and Birke discuss what happens when the spouse who is your primary client contact disappears due to divorce, death or disability.
January 29, 2014
8 Trends for China’s Ultra-Rich in Year of the HorseThe number of Chinese worth $500 million and up should expand by roughly 6% in 2014 to 535 individuals.
December 20, 2013
5 simple giftsWhen the nights are long and the winds are cold, remember the Nutcracker.