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 Pastor and CFP Helps Clients Overcome Financial Trauma
By Jane Wollman RusoffThe 9/11 attacks put Nicole B. Simpson, a Morgan Stanley advisor at the time, on a different path.
July 24, 2025
Why Wealthy Couples Turn to Post-Nups to Clarify Asset DivisionThe agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.
July 24, 2025
Cutting Clients' Taxes Is a Must-Have Skill for Advisors: CerulliYet less than half of practices offer tax planning today, according to the research firm's latest study.
July 24, 2025
12 States Where It Takes the Most Income to Be in the Top 1%While economic conditions vary, it takes $731,492 on average to be part of this elite group, SmartAsset reports.
July 24, 2025
Summit Trail Exec Steps Down Two Months After Starting JobJeff Ringdahl said his role at the UHNW-focused RIA "wasn't the right long-term fit" for him.
July 23, 2025
Janus Launches New ETF as Investors Chase High Quality DebtThe Janus Henderson Asset-Backed Securities ETF will buy ABS with investment-grade ratings.
July 23, 2025
Morgan Stanley Faces FINRA Probe on Client Vetting: WSJThe probe includes a request for information on U.S. and international clients of the firm’s wealth unit.
July 22, 2025
House Passes Accredited Investor Bill Calling for FINRA ExamThe bill would let individuals take an exam in order to qualify for private investment opportunities.