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.
Summit Trail Exec Steps Down Two Months After Starting Job
By Dinah Wisenberg BrinJeff Ringdahl said his role at the UHNW-focused RIA "wasn't the right long-term fit" for him.
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.
July 21, 2025
Treasury Delays AML Rule for Advisors to Conduct 'Broad Review'FinCEN also intends to revisit the proposed customer identification requirements for advisors.
July 17, 2025
SEIA Taps Ex-Fidelity Exec to Head Estate, Tax PlanningBrad Repinsky joins the wealth management firm after serving in leadership roles at Fidelity and Goldman Sachs.
July 17, 2025
Vestmark, iCapital, BlackRock and Dynasty Team Up on New UMA PlatformThe platform supports tax-aware investing in private asset classes.
July 16, 2025
3 Ways to Meet the Needs of Today's HNW MatriarchAdvisors who don't engage with this group risk losing out as this demographic shapes the future of wealth management.
July 14, 2025
Morgan Stanley, Goldman and Wells Fargo to Settle $120M LawsuitThe trio helped Bill Hwang’s $36 billion family office place massive bets on stocks.
July 11, 2025
Private Credit Lures the Ultra-Rich Sitting on $3.1TFamily offices represent a vast pool of capital and are increasingly seeking new sources of returns.