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.
What We're NOT Calling
By Allison BellA New Jersey paper says an old state LTC ombudsman phone number now leads to a very different organization.
August 14, 2012
Want to Save on HNW Clients’ Home Insurance? Raise the DeductibleBig premium savings can far outweigh the added risk when your wealthy clients raise their deductibles.
August 10, 2012
Put Accident Insurance on Clients' Back-to-School ChecklistFamily accident insurance is a great product for any agent or broker to offer.
August 10, 2012
An Economist Explains How Fear Drives ProductivityHeres a depressing thought: Americas productivity is rising on the backs of scared office workers.
August 01, 2012
Older Millionaires Get Tech-SavvyA recent study shows that boomer and senior millionaires are really buying into the tech world, becoming fast adopters of smartphones and tablets.
August 01, 2012
Older Millionaires Get Tech-SavvyA recent study shows that boomer and senior millionaires are really buying into the tech world, becoming fast adopters of smartphones and tablets.
August 01, 2012
Brian Adair: The Referral KingAfter working in his familys health-care agency, Advisor of the Year finalist Brian Adair saw firsthand the need for proper financial planning.
August 01, 2012
Brian Adair: The Referral KingAfter working in his familys health-care agency, Advisor of the Year finalist Brian Adair saw firsthand the need for proper financial planning.