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.
Fintech iCapital Raises $820M
By Janet LevauxThe alternatives platform provider says it is now valued at $7.5 billion.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
July 08, 2025
12 States With the Most Potential AUM per AdvisorSeven states have more than $100 million in prospective assets available per advisor, SmartAsset reported.
July 03, 2025
Who Won and Lost in Trump’s Tax BillBusiness investors and wealthy Americans are among the biggest winners in President Donald Trump’s tax bill.
June 30, 2025
When Clients Returning to Original Medicare Want MedigapMedigap policies can be a lifesaver — for the clients who can get them.
June 25, 2025
World's 10 Most Livable Cities: 2025The Economist Intelligence Unit ranked 173 cities in areas like culture, health care, education, stability and infrastructure.
June 23, 2025
Elevation Point Stakes $2.5B Ex-UBS TeamA 12-member group in Louisiana just sold a slice of its recently formed RIA.
June 17, 2025
Osaic Buys $13.5B Boston-Based RIACW Advisors has 140 financial professionals serving high-net-worth clients in 17 offices.