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 Art of Using Borrowed Money to Pay for Life Insurance
By Allison BellShawn Goheen discusses this high-net-worth estate planning strategy and its potential pitfalls.
April 08, 2024
Wealth Enhancement Group's Assets Top $81BIt also just hired Michael Fredericks, who worked earlier at BlackRock, as its new chief investment officer.
April 05, 2024
3 Ways to Boost Your Services — and Your Advisory FeesAdvicePay found that in 2023, average pricing for monthly subscriptions was $265, a 6% year-over-year increase.
April 04, 2024
EP Wealth Buys $1.2B California GroupThe acquisition of Wacker Wealth Partners includes 22 employees in San Luis Obispo.
April 03, 2024
AdvisorEngine Updates Its Planning ToolAdvisors and clients can easily create and fund a plan in one platform, the Franklin Templeton subsidiary says.
April 03, 2024
Cambridge Rolls Out 'Personal CFO' Service for Wealthy ClientsThe new service includes cash-flow management, tax planning, wealth protection and more for HNW and UHNW investors.
April 02, 2024
Sanctuary Wealth Adds $700M Merrill DuoThe two advisors are based in Greensboro, N.C., and focus on serving wealthy families, executives and business owners.
April 02, 2024
Clearwater to Pay $40M for Wilshire's Analytics ProductsThe software provider expects to add roughly $7 million in annualized revenue through the deal, which should close by June 30.