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.
How Holistic Tax Overlays Can Benefit Wealthy Clients
By Dana D'AuriaWhen implemented properly, this approach has the potential to significantly improve clients’ after-tax returns.
March 17, 2025
Orion Hires Head of Wealth ProductsMichael Mandelos has about 25 years in the business, including experience at UBS and JPMorgan.
March 17, 2025
This Structure Maximizes Advisor Teams' Productivity: KitcesA more ideal team structure is far more beneficial than boosting technology, new research finds.
March 14, 2025
Edward Jones Seeks to Shed ‘Cookie Cutter’ ImageNew comprehensive offerings are luring more experienced advisors, Managing Partner Penney Pennington tells ThinkAdvisor.
March 13, 2025
Why Edward Jones Is Shrinking Its Home OfficeWhile there's no headcount reduction target, reduced “overlap and bureaucracy” is expected, Managing Partner Penny Pennington tells ThinkAdvisor.
March 12, 2025
Edward Jones Expands Private Client Services for Wealthy HouseholdsThe firm is rolling out an elevated experience for clients with more than $10 million in investable assets.
March 10, 2025
12 Biggest U.S. Mega-Donors to Charity in 2024Six of them made gifts of $1 billion or more, according to the Chronicle of Philanthropy.
March 07, 2025
Mercer Hires M&A Exec for 'Next Chapter of Our Growth'Attorney Ted Motheral explains what the RIA does to help advisory firms grow organically and inorganically.