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.
Foundation Source Adds Multi-Custodial Capabilities to DAF Platform
By John ManganaroThe enhancement is enabled through the firm's new custodial data access partnership with BridgeFT.
September 24, 2025
10 Fastest-Growing Wealth MarketsThese countries have experienced a significant wealth influx over the past decade, Henley & Partners finds.
September 23, 2025
J.P. Morgan Advisors Replaces Retiring CEOMollie Colavita, formerly a managing director in the private client services group, will take over for Phil Sieg.
September 22, 2025
Osaic CEO: 3 Ways the Firm, Advisors Need to AdaptIn the "amazing market" of advice, Jamie Price says, holistic planning, tax work and technology are focal points.
September 22, 2025
Trump Unveils Gold, Platinum Visas to Cost Up to $5MTrump's new visa program for the world’s wealthy aims to encourage them to immigrate to the U.S.
September 22, 2025
Here Are the States With Estate or Inheritance Taxes: 2025Only the wealthiest estates pay federal taxes under OBBBA, but several states have levies of their own.
September 18, 2025
Billionaire Tax Bill Is BackThe bill would raise more than $500 billion without increasing tax rates, said Sen. Ron Wyden.
September 18, 2025
What Ultra-Wealthy Clients Really Want From Advisors"You’re better off not trying to bring them in" if you can't deliver, Linda Mack maintains.