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.
Gold, Oil Drop as OPEC Mulls Production Increase
By Marlene Y. SatterTuesday morning saw gold falling from record territory set Monday as OPEC said it would consider increasing production.
March 07, 2011
Don't ask -- don't getAs many working Americans, I work for a firm that generously offers a choice of major medical plans to its employees.
March 07, 2011
Don't ask -- don't getAs many working Americans, I work for a firm that generously offers a choice of major medical plans to its employees.
March 04, 2011
Mickey Rooney Speaks of Elder Abuse to Senate Panel‘My money was taken and misused,’ the actor testified.
March 03, 2011
Wealthy Families Can Cut SFO Costs by Reducing ComplexityAre family members aware of the complexity-cost equation in the family office? It’s crucial to sustaining the services they value most.
February 28, 2011
The most important step in asking for referralsThe 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
Harris myCFO Hires Thomas Meilinger in National Sales RoleFamily office veteran to expand brand recognition with family offices and UHNW investors.
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.