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.
How Raymond James Wants to Help Advisors Up Their HNW Game
By Jeff BermanAbout 50 advisors are enrolled in the initial six-month program, says Private Client Group President Scott Curtis.
October 03, 2022
Kim Kardashian to Pay $1.3M to SEC for Crypto ToutingHer 2021 Instagram post "may have been the financial promotion with the single biggest audience reach in history," said one regulator.
September 30, 2022
FPA Board Names President-Elect for 2023Claudia Cypher Kane, a certified financial planner, begins her term on Jan. 1.
September 29, 2022
One Way to Boost Service to UHNW ClientsYounger and newly wealthy clients need help figuring out philanthropy, wealth manager Katherine Fox tells ThinkAdvisor.
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%).