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.
Top 15 Cities for the Ultra-Wealthy: 2023
By Michael S. FischerThe number of centimillionaires increased 12% from a year ago, according to Henley & Partners.
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.
September 29, 2023
The 20 Richest People in Finance: ForbesHere's where the world's top financiers stand on Forbes' Real Time Billionaires list.
September 28, 2023
Senate Republican Calls for Tightening Net Investment Income Tax RulesRick Scott used the issue to take a swipe at the Biden family's income taxes.
September 27, 2023
FPA Taps President-Elect, Board MembersClaudia Cypher Kane is the group's 2024 president, while Paul Brahim of Wealth Enhancement Group is set to become its president elect.