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.
Widows Will Inherit $51 Trillion in Great Wealth Transfer: Cerulli
By Michael S. FischerWith so much money poised to be passed on to women, advisory firms should address gender service gaps.
January 16, 2025
AI Will Wipe Out 80% of Financial Planning Business, Advisor PredictsMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.
January 08, 2025
Private Markets Access Is a Must-Have for RIAs: OptoJake Miller, the platform's co-founder, advocates broadening the client base for high-quality private investments.
January 08, 2025
What It Takes to Succeed in Advising Wealthy ClientsA webcast Jan. 15 will offer an expansive discussion of trends and challenges among the wealthy.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 08, 2025
BofA Forms Specialist UHNW GroupThe roughly 25 specialists will help Merrill advisors with loans, estate planning and investment management.
January 03, 2025
How HNW Families Can Protect Themselves and Their Wealth: StudyAffluent households face challenges in securing adequate insurance coverage, particularly in catastrophe-prone areas, HUB International found.
January 02, 2025
American College Launches Donor-Advised Fund Training ProgramThe inaugural set of in-person education sessions will be held in Dallas in April.