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.
12 Things That Set Top-Performing Wealth Managers Apart
By Michael S. FischerNew research on 2,385 advisors sorts out the best practices.
June 02, 2026
Why Tax Planning Is a Must-Have for Business Clients"You can't do the investment side without looking at the tax side," Threadline Wealth CEO Justin Fisher tells ThinkAdvisor.
June 02, 2026
10 Travel Tips Your Wealthy Friends Might Not KnowTravel is the secret language of the wealthy. Sharing experiences shows you're part of the crowd.
May 29, 2026
Schwab Seeks to Reassure RIAs as Wealth Advisory Unit Grows"We will continue to be transparent with our advisors," says Jonathan Beatty, who heads Schwab Advisor Services.
May 28, 2026
Epstein Files Reveal Long-Running Ties With One Wealth ManagerPaul Morris was part of the concierge team that shepherded Epstein's wealth at two of the world's largest banks.
May 28, 2026
Client Satisfaction Is High, but Referrals Are Low: ReportDebuting its Client Intelligence Monitor, Absolute Engagement gives the advisory industry an overall grade of B-minus.
May 27, 2026
Raymond James Exec Aims to Boost Indie Rep Assets, ServiceKirk Bell, the independent contractor division's new president, seeks to bolster the standard of care for its advisors.
May 26, 2026
Tax Court Cites Life, Annuity Assets in 40% Penalty RulingThe judge found that a microcaptive arrangement was not adequately disclosed on the insured firm's tax return.