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.
14 Best Value Public Colleges: Princeton Review, 2023
By Michael S. FischerThese are the colleges with the highest return-on-investment ratings based on academics, salaries and other factors.
April 21, 2023
Kitces: 4 Trends Reshaping Financial AdviceThese trends are forcing advisors to refocus on their client experience, the popular blogger says.
April 19, 2023
10 Trends Shaping the Wealth Management IndustryThere's movement in the wealth management industry, and firms looking to succeed will have to adapt.
April 19, 2023
Morgan Stanley Profits Drop Despite Strong Wealth ResultsThe wirehouse aims for its wealth management business to bring in $1 trillion in net new assets every three years.
April 17, 2023
For This HNW Firm, It's Crunch Time for Estate PlanningLooming estate tax changes are creating both tight deadlines and vast uncertainty, advisor Nicole Asher says.
April 13, 2023
20 Cities With the Most Ultra-Wealthy ResidentsYou may have already guessed major urban centers like Miami, but some cities popular with the UHNW crowd may surprise you.
April 12, 2023
What to Do When Generations Clash Over PhilanthropyWhen family values evolve over time, advisors can help resolve conflicts and maintain harmony.
April 10, 2023
Former Head of Fidelity Billionaires' Family Office Leaves FirmThe Johnson family's private firm hired former hockey star Lane MacDonald in 2014 and he then moved to parent company FMR.