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.
Tax Breaks Now, Charitable Gifts Later: What to Know About Donor-Advised Funds
By Jane Wollman RusoffSchwab Charitable's Fred Kaynor talks about why donor-advised funds are popular with donors and financial advisors.
June 14, 2023
8 Keys to Meeting the Needs of Ultra-Wealthy ClientsFor starters, be prepared for a deep dive into tax and estate planning.
June 12, 2023
Morgan Stanley, Goldman at Odds on S&P 500's Bull Market Rally"More are declaring the bear market officially over; we respectfully disagree due to our 2023 earnings forecast," said Morgan Stanley's Michael Wilson.
June 08, 2023
Yale Prof: Why Wealthy Clients Chase Performance; What Personal Finance Gurus Get RightJames Choi discusses his studies on how millionaires invest and how popular authors' advice stacks up against professors'.
June 07, 2023
The Wealth Management Trend Advisors Can't IgnoreA demand for more nimble and holistic planning is challenging advisors and driving interest in direct indexing.
June 05, 2023
House Advances Bills to Expand Accredited Investor DefinitionThe full House passed late Monday the Accredited Investor Definition Review Act and the Fair Investment Opportunities for Professional Experts Act.
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.