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.
World's 10 Best Hotels: 2025
By Michael S. FischerWealthy people love to talk about travel. Here's a conversation starter.
October 28, 2025
Cetera Launches Private Wealth Portfolios for Affluent ClientsThe offering provides customizable investment portfolios for HNW investors through Envestnet's private wealth platform.
October 28, 2025
UBS Seeks Broader U.S. Banking License to Boost Wealth BusinessThe firm aims to give wealth clients payment, checking and savings account services, according to a memo.
October 23, 2025
12 Do's and Don'ts for Working With the WealthyIt's less about navigating a world of yachts and private jets than about being present and professional.
October 21, 2025
Millionaire Tax That Inspired Mamdani Fuels $5.7B Haul in MassachusettsThe levy has infuriated business leaders who complain it makes the state less competitive and drives away the wealthy.
October 20, 2025
Advisors Win Clients They Want With Estate Planning: Vanilla CEOYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.
October 20, 2025
Dynasty and Diamond Roll Out Transition Help for $1B Advisor TeamsThe Breakaway Investment Banking Initiative is intended to help elite teams decide on their next move.
October 20, 2025
Prudential Grows Presence in Manhattan, New JerseyThe firm has expanded its office in Rockefeller Center and opened a new location in Monmouth County.