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.
Kim Kardashian to Pay $1.3M to SEC for Crypto Touting
By Lydia BeyoudHer 2021 Instagram post "may have been the financial promotion with the single biggest audience reach in history," said one regulator.
September 28, 2022
6 New Stats About Wealth in the U.S.The U.S. is home to 53% of the world's ultra-wealthy individuals and 40% of millionaires, according to new data from Credit Suisse.
September 27, 2022
Why Social Security, Medicare Are Critical Even for Wealthy Clients: AdvisorsAs a speech by President Biden puts a spotlight on these topics, advisors can expect questions from clients.
September 27, 2022
The IRS Hates What Some Wealthy Clients Put in Their Life Policies: Larry RybkaThe Valmark CEO sees the private placement life fight turning into an investor control fight.
September 27, 2022
Housing Prices Fall for First Time Since 2012The biggest month-over-month declines in July were in San Francisco (-3.6%), Seattle (-2.5%) and San Diego (-2%).
September 27, 2022
Goldman and BlackRock Sour on StocksGoldman's bearish take comes after its U.S. strategists slashed their year-end target for the S&P 500 Index to 3,600 from 4,300 last week.
September 27, 2022
Gundlach Starts Buying After Worst Treasury Rout in Decades"The U.S. Treasury Bond market is rallying," said Gundlach, whose firm manages more than $107 billion. "Been a long time."
September 26, 2022
10 Places to Meet Ultra-Wealthy Prospects This FallIt's not as difficult as you might imagine — but it'll cost you.