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.
Why Edward Jones Is Shrinking Its Home Office
By John ManganaroWhile there's no headcount reduction target, reduced “overlap and bureaucracy” is expected, Managing Partner Penny Pennington tells ThinkAdvisor.
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.
March 06, 2025
Wealthy Tax Cheats Set to Benefit From Trump Plans to Halve IRSThe plan would leave the Internal Revenue Service with its smallest workforce since at least the 1960s.
March 06, 2025
Captrust Adds $1.4B Carolinas TeamThe 20-member wealth group serves families, endowments, retirement plans and corporations in more than 30 states.
March 03, 2025
Trump Bends Congress to His Will on Tax Cut AgendaHis tax plan, which needs just a simple majority in both chambers, could be enacted as early as May.
February 20, 2025
LPL Launches Alternatives PlatformThe platform is intended to streamline the way financial advisors and their clients access and manage alternative investments.
February 18, 2025
LPL Unveils Exit Planning Capabilities for Business Owners and CEOsWith 12 million small businesses set to be sold through 2035, such tools are in high demand.
February 18, 2025
Retraining Advisors to Become 'Personal CFOs'Brighton Jones CEO Jon Jones discusses what he thinks the industry lacks and how his advisors deliver it.