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.
Raymond James to Use J.P. Morgan's 55ip Tax-Smart Portfolio Tool
By John ManganaroThe broker-dealer is the first to use 55ip's technology across its full suite of managed account services.
October 12, 2023
Top 15 Cities for the Ultra-Wealthy: 2023The number of centimillionaires increased 12% from a year ago, according to Henley & Partners.
October 05, 2023
Goldman's Create-Your-Own ETF Hub for Clients Debuts First FundsThe consulting service is the first of its kind among the large Wall Street banks.
October 03, 2023
7 Trends in Year-End Planning for Wealthy ClientsMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.
October 03, 2023
20 Richest Women in the U.S.: Forbes, 2023Forbes today revealed its updated, heavily researched ranking of the 400 richest people in the U.S.
October 03, 2023
Creative Planning Adds $1.4B Advisory FirmThe acquired RIA firm, based in Berwyn, Pennsylvania, is focused on helping clients with business succession planning.
September 29, 2023
Don't Serve Your UHNW Clients Like It's 1985Advisors still do complex work for ultra-wealthy families in Excel. They need to move on.
September 29, 2023
The Evolution in Ultra-Wealthy Divorce: 8 Key ShiftsFor the wealthiest couples, divorce is taking a lot longer than it used to.