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.
How to Help Clients Prepare for a Possible Estate Tax Exemption Sunset
By Robert Bloink and William H. ByrnesAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.
March 28, 2025
IWI Set to Focus on Advisor Teams, HNW Planning at EventThe Investments & Wealth Institute will host its 36th annual conference in Austin from Sunday to Tuesday.
March 21, 2025
How Citi’s PE ‘Club’ Underwhelmed Billionaire Members, Led to LawsuitsAfter the club's shutdown, growing investment dollars is a top priority for Wealth head Andy Sieg.
March 17, 2025
Orion Hires Head of Wealth ProductsMichael Mandelos has about 25 years in the business, including experience at UBS and JPMorgan.
March 17, 2025
This Structure Maximizes Advisor Teams' Productivity: KitcesA more ideal team structure is far more beneficial than boosting technology, new research finds.
March 14, 2025
Edward Jones Seeks to Shed ‘Cookie Cutter’ ImageNew comprehensive offerings are luring more experienced advisors, Managing Partner Penney Pennington tells ThinkAdvisor.
March 13, 2025
Why Edward Jones Is Shrinking Its Home OfficeWhile there's no headcount reduction target, reduced “overlap and bureaucracy” is expected, Managing Partner Penny Pennington tells ThinkAdvisor.
March 12, 2025
Edward Jones Expands Private Client Services for Wealthy HouseholdsThe firm is rolling out an elevated experience for clients with more than $10 million in investable assets.