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.
Securing Your Clients’ Information
By Thomas D. GiachettiTwo common themes that have appeared during recent regulatory exams are the integrity of client assets and the integrity of clients information.
December 19, 2012
More than six in 10 in U.S. paying attention to fiscal cliffAmericans' level of interest in the news surrounding the fiscal cliff negotiations remains about the same as it has been since the beginning of the month.
December 14, 2012
Respecting your prospect’s marital privacyPlan the pace of your first meeting wisely, and you'll have no trouble getting a second.
December 13, 2012
Will seniors ever retire?A heart-to-heart between a dad and his son takes an odd turn as the Generation Xer discovers a hard truth: Some seniors just wont retire. Ever.
December 10, 2012
Falling birthrates: The threat and the dilemmaAre more people choosing to pass on the time, expense and self-sacrifice of having kids?
December 06, 2012
International Protector Group Offers New Family Office ServiceUsing recent Bahamas legislation, HNW families set up wealth protection structures.
December 06, 2012
Assets of HNW Family Offices Near $800 BillionCerulli report points to factors that make this a lucrative and difficult RIA market to pursue.
December 04, 2012
Woman on trial in killing of Florida lottery winnerActing as the victims financial advisor, Dorice Moore allegedly took control of his assets, including an expensive home and a $1.5 million annuity.