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.
Sore Losers
By Olivia MellanWhat ever happened to being a good sport? The days of humble winners and gracious losers seem to have vanished with tail fins and whitewall...
September 08, 2008
A generational thing?Illicit drug use has shot up (no pun intended) 116 percent during the past five years for Americans ages 55 to 59, according to the...
September 01, 2008
Do you prefer meeting your advisor at his office or in your own home?For me, it works out great that our advisor comes to the house. He's actually a family friend and we get together and go over the finances twice a year. Last time, we cooked out and had barbeque. It might be better at the office if we
September 01, 2008
Fiscally FitIt was the thrill of a lifetime when, crossing the finish line in Frankfurt, Germany, he heard the announcer proclaim: "Larry Palmer, you're an Ironman!" The...
August 31, 2008
Do you prefer meeting your advisor at his office or in your own home?For me, it works out great that our advisor comes to the house. He's actually a family friend and we get together and go over the finances twice a year. Last time, we cooked out and had barbeque. It might be better at the office if we
August 27, 2008
Client educationAn educated client makes a good investor. Steven Drozdeck and Lyn Fisher discuss the importance of educating clients in their book "The Trust Equation." Many...
August 18, 2008
The Lease of My WorriesI was in the process of moving my office and thought I had found the new place, until I hit a snag. I learned there's...
August 01, 2008
Murdoch's Global Dow IndexOn August 4, Dow Jones Indexes, a leading global index provider, launched the Global Dow, an index with components are selected by the editors of...