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.
Surprise clients with a personal touch
By Shep HykenIn what ways do you add that personal touch that can make all the difference?
November 20, 2012
Family Offices Spend Third of Time on Financial Reporting: FOX StudyDone well, reports enable families to make well-informed decisions about their future.
November 14, 2012
New Hire Roundup: Commonwealth Named as a Top Place to Work—AgainThis week in new hires, Commonwealth Financial Network once again made the Boston Globes list of top places to work in Massachusetts; Ellen Turf announced she would depart NAPFA next year; and Intech announced a new hire and promotions.
November 12, 2012
LPL Advisors Launch Special-Needs Community ProgramWinnie Sun and Sun Group support 1,000 visits to unique SoCal museum on behalf of her team and clients.
November 06, 2012
Arlen Specter (1930-2012)It has been said that no one has done more for the state of Pennsylvania than Benjamin Franklin. It has also been said that Pennsylvania Senator Alren Specter runs a close second.
November 06, 2012
Wealthy Donors Increasingly Manage Giving Through Family Offices: StudyFamilies are leveraging the strengths of philanthropy and the family office for greater effect in the community and more satisfaction for themselves, the National Center for Family Philanthropy found.
November 05, 2012
Arlen Specter (1930-2012)It has been said that no one has done more for the state of Pennsylvania than Benjamin Franklin. It has also been said that Pennsylvania Senator Alren Specter runs a close second.
November 03, 2012
Radio silence does not equal deathDont jump to conclusions if you dont hear from a prospect.