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.
Schwab Retirement Unit Wants to Expand Deferred Comp Services
By John ManganaroThe new capabilities will be launched in partnership with Newport, which has decades of experience in the deferred comp arena.
July 20, 2023
Industry Veteran Voted 2024 CFP Board Chair-ElectElizabeth Miller founded Summit Place Financial Advisors in New Jersey and serves as its president.
July 19, 2023
Americans Feel Unprepared to Inherit Money: SurveyRespondents to a New York Life survey also said they had an average $135,000 saved for retirement.
July 18, 2023
Most Wealthy Investors Choose the First Advisor They Meet: SurveyThe most common reason respondents gave for switching advisors was that the relationship was a bad match.
July 17, 2023
New Jersey RIA Pathstone to Buy Multifamily Office VeritablePennsylvania-based Veritable has 200 clients with average assets of more than $75 million each.
July 14, 2023
10 States Where The Top 1% Earn the MostNationwide, it takes $652,657 to be considered among the top 1%. In these states, it's even more.
July 13, 2023
How Advice Differs When Your Average Client Has $100MClients who expect their money to outlive them have different needs, Callan Family Office CEO Jack Ginter tells ThinkAdvisor.
July 13, 2023
Meet the LUMINARIES Class of 2023 FinalistsOur judging panel is reviewing the list, and the winners will be announced Nov. 28 at our New York gala.