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.
RIA Taps Ex-BlackRock Private Wealth Head for CEO Slot
By Jeff BermanSageView Advisory Group appointed John Longley as its CEO and named founder Randy Long as its chairman.
August 14, 2023
Wall Street Hates Saying 'ESG' But Is Hardwiring It Into FinanceThe finance industry is now grappling with a second year of attacks on ESG by key Republicans and state attorneys general.
August 07, 2023
What's Behind the Wirehouses' Great Comeback?The four Wall Street entities have all recently reported record levels of revenues, earnings, assets, new households and financial advisors.
August 04, 2023
CI's Private Wealth Unit Has a New NameThe group was rebranded with a name derived from the term "client oriented," it says.
August 01, 2023
A Different Way Parents Can Help With RetirementStephen Dunbar says adult children of parents who are both wealthy and healthy should explore this option.
August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.
July 31, 2023
7 Top Giving Trends Among UHNW FamiliesThe wealthiest clients want to feel more connected with their causes and engage in more purposeful philanthropy.
July 28, 2023
Give Small-Business Owners More Than 'the Number'Business owners need financial guidance throughout the business life cycle, not just when they are looking to sell.