UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
10 U.S. Cities With the Most Millionaires: 2025
By Michael S. FischerThe U.S. has more millionaires than any other country, by far, Henley & Partners reports. Here's where to find them.
May 06, 2025
World's 15 Richest Women: Forbes, 2025About 13% of the planet's billionaires are female, the magazine reports.
April 30, 2025
The 1% AUM Fee Is Fading: CerulliFinancial professionals must adapt their fee structures to cater to the next generation of clients, a study found.
April 22, 2025
Ultra-Wealthy Clients Boost Investments Amid Trump TurmoilClients have been actively reallocating, putting additional funds in the market, says Jack Ginter of Callan Family Office.
April 16, 2025
The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, TooSome might ask you for ideas about where to get help.
April 16, 2025
Schwab Takes Minority Stake in Wealth.comThe AI estate planning platform's CEO calls the deal “the foundation for something much bigger.”
April 11, 2025
Top 10 Countries for Wealthy FamiliesThese countries offer quality education, top-tier employment opportunities and good quality of life, Henley & Partners finds.
April 03, 2025
How to Help Clients Prepare for a Possible Estate Tax Exemption SunsetAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.