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.
Corient Strikes Two Deals, Creating $430B Wealth Giant
By John ManganaroThe additions of Stonehage Fleming and Stanhope Capital Group bring $214 billion in assets to the UHNW specialist firm.
August 26, 2025
7 Cities Where a Luxury Home Costs Less Than $1MIn early 2025, the U.S. mean luxury home sale price was $1,348,065 — up 88% from 2015, Redfin finds.
August 22, 2025
Proposed Social Security-Style Long-Term Care Benefit Gets High MarksProvisions of the WISH Act would dramatically improve many Americans’ retirement prospects, a Morningstar report suggests.
August 22, 2025
How RILAs Can Help Balance Growth and ProtectionJoin ThinkAdvisor for an in-depth look at registered indexed-linked annuities during our Aug. 26 webcast.
August 21, 2025
10 Medicare Truths That Can Trip Up Clients, AdvisorsClients are often confused about how the program works, and advisors may also be unclear about certain aspects.
August 21, 2025
15 Fastest-Growing U.S. Retirement BoomtownsThey're part of the top 50 U.S. retirement "hotspots" where the older population has grown 20% since 2018.
August 19, 2025
Suze Orman: Time to 'Be Conservative' With Your Retirement PortfolioTaking 4% withdrawals in early retirement could be a mistake now due to the risk of high inflation, Orman tells ThinkAdvisor.
August 15, 2025
12 States With the Highest Rates of Billion-Dollar RIAsSmartAsset rankings are based on the percentage that manage $1 billion or more as of August Form ADV filings.