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.
Hightower Takes Stake in $3.8B Bicoastal Wealth Firm
By Janet LevauxThe investment in Lindbrook Capital marks the RIA consolidator's first partial ownership play of 2025.
May 08, 2025
For Goldman, RIA Service Starts With 'Unlocking Time'Executives say the firm is well positioned to support an increasingly sophisticated (and consolidated) industry.
May 08, 2025
HNW Families Need Advice on Wealth TransferIn an RBC Wealth survey, 65% of wealth "givers" and 94% of receivers said they wanted professional help.
May 07, 2025
9 Services Ultra-Wealthy Clients WantA large share of the wealthiest investors have needs that advisors aren't meeting, a CEG report finds.
May 07, 2025
SALT Republicans Have to Accept ‘Unhappy’ Deal, GOP Chair WarnsThere will be a boost to the $10,000 cap on this deduction, but not as much as some states want.
May 06, 2025
World's 15 Richest Women: Forbes, 2025About 13% of the planet's billionaires are female, the magazine reports.
April 30, 2025
Edward Jones Adds Alt Investments, Advanced Planning for HNW ClientsThe firm entered into a relationship with CAIS, an alternative investment technology platform for financial advisors.
April 30, 2025
The 1% AUM Fee Is Fading: CerulliFinancial professionals must adapt their fee structures to cater to the next generation of clients, a study found.