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.
Yale Prof: Why Wealthy Clients Chase Performance; What Personal Finance Gurus Get Right
By Jane Wollman RusoffJames Choi discusses his studies on how millionaires invest and how popular authors' advice stacks up against professors'.
June 02, 2023
What the Wealthiest Families Worry About the Most May Surprise YouThere is always concern about minimizing taxes and earning solid returns, but a more nuanced issue stands out.
June 01, 2023
JPMorgan to Close 21 First Republic BranchesThe bank took over 84 First Republic branches when it bought San Francisco-based First Republic a month ago.
May 30, 2023
Ambition, Betrayal, Family Drama: The Plot of 'Succession' or Your Client's Future?The struggles portrayed on the hit HBO show are commonplace and widespread, attorney Monique Hayes tells ThinkAdvisor.
May 30, 2023
JPMorgan Builds Unit for the Super RichThe unit, called 23 Wall, doesn't have a minimum wealth threshold, but it clearly caters to the richest 0.01%.
May 26, 2023
15 Fun Events to Wow Clients and ProspectsClients can't resist a unique (and free) event, and they'll bring their friends.
May 25, 2023
JPMorgan Jettisons 1,000 First Republic EmployeesThe biggest U.S. bank on Thursday offered full-time or transitional roles to almost 85% of the nearly 7,000 employees
May 25, 2023
When Spending Too Little Is the Biggest Retirement 'Risk'Going broke in retirement is obviously a bad outcome, but so is chronic underspending, CPA Mike Piper says.