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.
Merrill Team Forms RIA to Serve 'Family Next Door'
By Janet LevauxThe $420 million group is "a great fit for the independent wealth arena," Dynasty head Shirl Penney says.
January 16, 2024
AssetMark Launches New Tax Management Services for AdvisorsThe new offering is intended to help advisors more efficiently tailor their strategies to each client.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
January 16, 2024
Goldman Sachs' Wealth, Stock Trading Groups Drive Jump in ProfitsIn the fourth quarter, the bank posted a $349 million gain from the sale of the former United Capital business.
January 16, 2024
Ken Fisher Can't Have It AllFisher famously hates annuities, but there are times when they are clearly in clients' best interest.
January 16, 2024
Morgan Stanley Warns of Wealth Unit's Lower MarginsThe wealth business, though, should drive the bank's growth as its pretax margins rise over time, says CEO Ted Pick.
January 12, 2024
3 Ways to Help C-Suite Clients With RetirementThese executives need the right plans for when they no longer have the cash flows from their pay.
January 12, 2024
Top 5 Destinations Where Your Travel Dollars Go the FurthestToday's strong dollar means deals can be had on local purchases that range from tours and meals to shopping.