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.
The 20 Richest People in Finance: Forbes
By Michael S. FischerHere's where the world's top financiers stand on Forbes' Real Time Billionaires list.
September 27, 2023
J.P. Morgan Picks Up $2B Advisor Team From CitiThe three-person advisor team has joined the J.P. Morgan Private Bank team in Seattle.
September 27, 2023
How to Help Wealthy Clients Avoid Audits as IRS Cracks DownSome assets popular with wealthy investors, such as real estate, are likely to attract the IRS' attention.
September 27, 2023
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEOThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.
September 26, 2023
This Step Can Prevent an Income Planning Nightmare for Wealthy ClientsSales director Jack Elder warns that neglect can turn one popular retirement strategy into taxable compensation.
September 26, 2023
Helping Pro Athletes Plan for 'Retirement' by 40These wealthy clients could be looking at a 50-year retirement, Kristopher Martin of Element Pointe says.
September 25, 2023
Avoid Year-End Stress: Discuss Charitable Giving With Clients NowThe best charitable giving decisions are often made in advance. Here are 10 issues to discuss.
September 25, 2023
Wells Fargo Preps for Wealth Battle After $1B TurnaroundThe bank wants to lure hundreds of independent advisers to FiNet, says wealth and investment chief Barry Sommers.