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.
The most important step in asking for referrals
By Bill CatesThe most effective referral technique is checking in with clients to see if they recognized the value of the work you've done for them.
February 23, 2011
Baird Adds 7 FAs in Midwest, Southeast from Morgan StanleyThree FAs join Baird from Morgan Stanley Smith Barney in Sioux City, Iowa, while three others come on board in Charleston, S.C. and one more in Charlotte, N.C.
February 17, 2011
Family Offices Expand Financial Protection to Include Physical ProtectionAfter managing resources wisely, threat assessment, awareness and action may be the next big trend for your wealthy clients. Are you ready?
February 16, 2011
Seniors' medication: New dosage systems cut down on errorsA new study in Britain of medication errors in senior living facilities shows that the number of such errors is greatly reduced if patients receive their pills from a monitored dosage system, reports U.S. News and World Report.
February 07, 2011
Julius Baer Profits Fall 9.3%, Plans BuybackJulius Baer Group Ltd. plans to buy back as much as $524 million of shares after full-year profit declined 9.3%.
February 03, 2011
Advisors: 3 ways to improve your reach rateHow many offices are in your immediate vicinity? With all these offices and purportedly all of the people that work in these offices, where, oh where are all the prospects?
February 01, 2011
Location DislocationIndependent advisory firms are beginning to look more like broker-dealers every day.
February 01, 2011
Going Global: Campden Media Buys Institute for Private InvestorsLondon-based Campden Media, which offers publications, research, conferences and networking to ultra-high-net-worth families in the U.S. and Europe, Asia, the Middle East and Russia, has acquired the Institute for Private Investors.