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.
Give Small-Business Owners More Than 'the Number'
By John ManganaroBusiness owners need financial guidance throughout the business life cycle, not just when they are looking to sell.
July 26, 2023
Why Commercial Real Estate's Pullback Means 'Opportunity': Fund ManagerAdvisors should beware of the "yield trap" when helping clients invest in these assets, says Midloch CEO Andy Sinclair.
July 26, 2023
Schwab Retirement Unit Wants to Expand Deferred Comp ServicesThe new capabilities will be launched in partnership with Newport, which has decades of experience in the deferred comp arena.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 20, 2023
IRS Faces Uproar Over Draft Regulations for Client-Owned InsurersThe IRS thinks many are scams. Critics say its proposed response is unworkable.
July 20, 2023
Industry Veteran Voted 2024 CFP Board Chair-ElectElizabeth Miller founded Summit Place Financial Advisors in New Jersey and serves as its president.
July 19, 2023
Americans Feel Unprepared to Inherit Money: SurveyRespondents to a New York Life survey also said they had an average $135,000 saved for retirement.
July 18, 2023
Most Wealthy Investors Choose the First Advisor They Meet: SurveyThe most common reason respondents gave for switching advisors was that the relationship was a bad match.