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.
Carson Launches New Team to Woo Wealthy Clients
By John ManganaroIts new Private Client Services group offers advanced planning for clients with assets of $10 million and up.
August 05, 2025
Why Some Wealthy Clients Should Claim Social Security EarlyAsh Ahluwalia has helped many wealthy couples optimize, not maximize, their benefit claiming decisions — and the distinction matters.
August 01, 2025
Mercer Nabs $1.2B Raymond James Team in FloridaThe acquisition in Naples marks Mercer Advisors’ third billion-dollar deal in three months.
August 01, 2025
12 States With the Most RIAs Registered Outside the U.S.SmartAsset’s research found that 2.6% of all U.S.-based RIAs are registered with a foreign regulatory authority.
July 31, 2025
Eagles Team Up with JanneyThe two Philadelphia-based groups will focus on promoting conversations about the importance of financial planning.
July 30, 2025
UBS Posts Mixed Results, $23B in Wealth InflowsThe bank's earnings topped estimates, but pretax profits at the wealth management unit fell short of them.
July 30, 2025
12 Countries With the Most Millionaires: 2025The United States minted more than 1,000 millionaires a day in 2024, UBS' Global Wealth Report finds.
July 29, 2025
Blackstone Exec Killed in Manhattan ShootingWesley LePatner, who ran the firm’s $53 billion real estate fund for wealthy individuals, died Monday.