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.
10 Must-Knows to Get the Most Out of Charitable Giving
By John ManganaroWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 23, 2024
At Schwab Charitable, Giving Jumped 31% in 2023The firm's account holders granted nearly $1.5 billion during the holiday season alone.
January 22, 2024
Even the Ultra-Wealthy Have Holes in Their Safety NetsCheckups can focus on planning objectives, policy verification and any changes in health or lifestyle.
January 19, 2024
5 Ways to Protect Clients' Estate Wishes Before They Get MarriedIt's important to review several issues to ensure that their plans will be properly followed upon their death.
January 18, 2024
Vanguard Offers New Digital Estate Planning ToolsThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.
January 17, 2024
Merrill Team Forms RIA to Serve 'Family Next Door'The $420 million group is "a great fit for the independent wealth arena," Dynasty head Shirl Penney says.
January 17, 2024
Why Suze Orman Shunned a Million-Dollar PenthouseDon't assume that your wealthiest clients can't spend their way into liquidity problems, the bestselling author warns.
January 17, 2024
JPMorgan to Hire This Year on Wealth, Dealmaking RevivalUnlike some rivals, "the number of people we employ has been growing and not shrinking," said President Daniel Pinto.