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.
Britain’s Economy Not as Weak as Feared Last Year
By Marlene Y. SatterBritain’s economy shrank 0.5% in Q4 2010, not as much as was originally believed, according to the Office for National Statistics in London, which said Tuesday that figures had been revised upward to reflect more accurate levels of services and factory output.
March 25, 2011
Bernanke Says Dodd-Frank Will Help Small BanksFed Chairman to hold four news conferences each year.
March 22, 2011
Elder abuse: Mickey Rooney breaks stereotypesMickey Rooney's recent court testimony that he was a victim of elder abuse by family members has brought some much-needed attention to the issue.
March 17, 2011
LTCI tip: Selling to the familyThe decision to purchase LTCI is frequently couched in figuring out what's best for a client's entire family, and you need to be conscious of that. Here are some keys to making a more inclusive sale.
March 09, 2011
Do Your Advisory Firm Employees Have a Drinking Problem?Firm owners need to encourage their employees to take breaks and, for Heaven’s sake, to drink enough fluids.
March 08, 2011
The plus side of special-needs planningJerry Hulick, CLU, ChFC, CLTC, leads the Special Care Planning Team for The Washington Group, one of the largest agencies in the country affiliated with Massachusetts Mutual Life (MassMutual).