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.
The Evolution in Ultra-Wealthy Divorce: 8 Key Shifts
By John ManganaroFor the wealthiest couples, divorce is taking a lot longer than it used to.
September 27, 2023
FPA Taps President-Elect, Board MembersClaudia Cypher Kane is the group's 2024 president, while Paul Brahim of Wealth Enhancement Group is set to become its president elect.
September 27, 2023
J.P. Morgan Picks Up $2B Advisor Team From CitiThe three-person advisor team has joined the J.P. Morgan Private Bank team in Seattle.
September 27, 2023
How to Help Wealthy Clients Avoid Audits as IRS Cracks DownSome assets popular with wealthy investors, such as real estate, are likely to attract the IRS' attention.
September 27, 2023
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEOThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.
September 26, 2023
This Step Can Prevent an Income Planning Nightmare for Wealthy ClientsSales director Jack Elder warns that neglect can turn one popular retirement strategy into taxable compensation.
September 26, 2023
Helping Pro Athletes Plan for 'Retirement' by 40These wealthy clients could be looking at a 50-year retirement, Kristopher Martin of Element Pointe says.
September 25, 2023
Avoid Year-End Stress: Discuss Charitable Giving With Clients NowThe best charitable giving decisions are often made in advance. Here are 10 issues to discuss.