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.
A New Direction
By John SullivanFor those of you sick of my weekly bizarre rants, your wish has come true - sort of. With the launch of our new AdvisorOne...
September 27, 2010
Broker Benjamin Edwards Opens First Branch in St. LouisBrokerage firm Benjamin F. Edwards & Co. has opened its 11th U.S. branch and the first branch office in its hometown of St. Louis, the company announced Friday.
September 23, 2010
News Consumption Among Boomers Increased in 2010The time spent watching, reading, or listening to the news increases with age, according to a Sept. 12 report from the Pew Research Center. Boomers...
September 21, 2010
Harris myCFO Names John Benevides Head of Family Office ServicesHarris myCFO has appointed John Benevides president for family office services, the firm announced Monday.
September 21, 2010
Housing Starts Rose a Surprisingly High 10.5% in AugustThe U.S. housing market got a much-needed boost on Tuesday as the government's report on August housing starts rose at the unexpectedly strong rate of 10.5%, its highest level in four months.
September 17, 2010
Research Finds Rebound by Ultra RichThe number of super-wealthy individuals in the U.S. increased by 16% as of mid-year 2010 over the same period in 2009, a study by a marketing research firm finds.
September 16, 2010
Risk Management for the WealthyWhat can be done to help wealthy families protect themselves from risks to "assets from lawsuits, natural disasters, identity theft, and other insurable exposures?"
September 16, 2010
Battle Rages Over Retained Asset AccountsThe practice of retained asset accounts (RAAs) has come under an attack as virulent as any the insurance industry may have faced in a very long time.