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.
8 Trends for China’s Ultra-Rich in Year of the Horse
By Janet LevauxThe number of Chinese worth $500 million and up should expand by roughly 6% in 2014 to 535 individuals.
December 19, 2013
Are your staff members scaring people off?Your employees can make or break your client experience.
December 18, 2013
Chartered Special Needs Consultant Designation a ‘Huge Step Forward’The American College's new ChSNC program is helping Connecticut planner Michael Beloff hone a craft in which he's specialized since 2002.
December 18, 2013
Neasham case review: Is this California or Russia?This blogger thinks its time for the insurance industry to ask for a review of the Attorney Generals office in California.
December 18, 2013
Neasham case review: Is this California or Russia?This blogger thinks its time for the insurance industry to ask for a review of the Attorney Generals office in California.
December 17, 2013
How to Help HNW Clients Evade Kidnapping, Ransom and ExtortionTechnology is the newest weapon for organized crime syndicates, the primary perpetrators of these crimes against high-net-worth families.
December 09, 2013
How to Stay Current on What You Need to Know as an AdvisorGo direct to the sources of the economic and market news you need to be an effective advisor by subscribing directly with these government entities.
December 04, 2013
6 Key Documents to Keep a Family Business AliveFew family-owned businesses make it past the second generation. To increase the chances your firm (or your clients) will do so, use these six documents.