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.
JPMorgan Pledges $20M for Veteran Initiatives
By Danielle AndrusJPMorgan Chase has pledged $20 million over the next five years to go to employment, education and housing programs for veterans and their families.
April 08, 2014
Planner’s dilemma: the housing crisis and loss of net worthThe percentage of families owning homes has fallen to 65.1 percent in 2013 from a peak of 69.0 percent in 2004.
April 08, 2014
Planner’s dilemma: the housing crisis and loss of net worthThe percentage of families owning homes has fallen to 65.1 percent in 2013 from a peak of 69.0 percent in 2004.
March 27, 2014
Top 4 Reasons Clients Leave AdvisorsVanguard-Spectrem study on what the affluent expect from their advisors finds four missteps that would prompt clients to switch advisors.
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.