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.
LPL Sees Recruiting Benefits From Souped-Up HNW Services
By John ManganaroMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
February 20, 2024
In Advisory Fees, the Future Is Flat, Facet Founder Argues"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 20, 2024
LPL Expands HNW Program, Drops Asset MinimumThe firm is eliminating a $5 million investable asset minimum for HNW specialty services.
February 15, 2024
Bezos Reaps Florida Tax Benefit With $4B Amazon Share SaleA capital gains tax in Washingon, where the Amazon executive chairman lived earlier, now faces a ballot measure seeking to repeal it.
February 14, 2024
10 Things to Know About Estate Planning for Cross-Border CouplesWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.
February 12, 2024
An Asset Manager's Key to Boosting After-Tax WealthFrank Pape of Frontier talks about tax-friendly investment processes and why advisors should stop discussing "standard deviations."
February 09, 2024
Super Bowl 2024 Highlights NFL's Aging Billionaire ProblemGrowth has created succession-planning challenges — and could force the doors open for investors driven by financial imperatives.
February 07, 2024
Raymond James Rolls Out Paraplanning ServicesIts indie advisors can access paraplanners at the firm's home office on an hourly basis or more comprehensively.