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 Big Estate Tax Exemption Cut Is Just One Planning Trend to Follow
By John ManganaroOther developments to watch: Irrevocable trusts might not be as irrevocable as they seem.
September 01, 2023
Why a Roth Conversion Is a Powerful Estate Planning ToolUnder the Secure Act, Roth IRAs allow beneficiaries to enjoy 10 years of tax-free account growth.
September 01, 2023
How to Help UHNW Clients Pass On Their FortunesGet a family governance plan in place before it's too late, advises Jill Shipley.
August 31, 2023
Best & Worst Broker-Dealers: Q2 Earnings, 2023During the second quarter, the operations of First Republic Bank became part of JPMorgan.
August 31, 2023
UBS to Cut 3,000 Jobs, $10B of CostsIts Credit Suisse deal has increased UBS's workforce to about 120,000, which it wants to reduce by some 30% over time.
August 28, 2023
How Estate Planning Can Help Families Coping With Addiction, Substance AbuseIt's not an easy topic to confront, and planning for it financially does not come with a straightforward playbook.
August 28, 2023
10 Top Retirement Trends to Watch in 2023Adults hold many rapidly changing views on retirement and longevity, according to the latest Age Wave poll.
August 28, 2023
Has Creative Planning's Mallouk 'Nailed It' With Goldman Sachs Deal?The $245 billion RIA is set to add the former United Capital's $29 billion in assets and its practice management platform.