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.
NADP: Dental Enrollment Falls 5.7%
By Allison BellLayoffs and benefits cutbacks caused national dental plan enrollment to fall 5.7% in 2009, to 166 million.
November 09, 2010
Measuring the Performance of a Family Wealth ManagerA new study form the Family Office Exchange and Harris myCFO says this review becomes a strategic plan for the family and advisors.
November 09, 2010
Moving to the Cloud for My CRMMike Patton's latest landmarks on the Road to Independence? Moving his office back home, changing his CRM software, and shifting his practice's Web site and client portal.
October 28, 2010
'Social proof' and the speed of trust (part 1)Recent research has shown that 55 percent of why your prospects decide to buy is based on your office space
October 27, 2010
'Social proof' and the speed of trust (part 1)Recent research has shown that 55 percent of why your prospects decide to buy is based on your office space
October 25, 2010
Should I Keep My Office, or Work From Home?Mike Patton is leaning toward jettisoning an unrealistic client, though right now he's wondering if he should maintain his outside office or work from home.
October 25, 2010
Fidelity Investments Offers Family Office Services to RIA FirmsRIA's ultra-high-net-worth clients can get 'sophisticated resources' previously reserved for wealthy families.
October 19, 2010
Housing Starts in September Rose for Third Straight MonthThe housing numbers released by the government on Tuesday showed an increase in housing starts, which were up for the third straight month.