UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Dropbox Co-Founder Claims JPMorgan Advisor Cost Him Over $225M
By Dinah Wisenberg BrinArash Ferdowsi alleges that he was steered to unsuitable investments rather than index funds.
July 29, 2024
Top 10 States With the Highest Incomes Among the 1%Nationwide, it takes $787,712 to be in the top 1% of earners, but in these 10 states it take a lot more.
July 26, 2024
What's Behind the Latest 'Record Year' for eMoney?The firm aims to both foster and benefit from the continued rise of financial planning, Susan McKenna maintains.
July 26, 2024
15 Countries With the Most Millionaires: 2024UBS looks at wealthy populations now and makes some predictions for 2028.
July 25, 2024
Merrill Partners With Florida School to Reach Student-Athletes EarlyThe wealth management unit will provide educational sessions and self-study materials to students at IMG Academy.
July 24, 2024
A Gift Tax Strategy for Business Owners to Consider NowOne way to avoid a big hit if the current exemption doubles in 2026 is through a gifting plan, says CFP Andrew Flores.
July 24, 2024
15 Most Expensive Cities for a High-End LifestyleJulius Baer tracked 12 consumer goods and eight services to gauge the cost of "living well."
July 23, 2024
6 Traits of People Passing Down Wealth in Next DecadeHere's what to know about who's transferring wealth now, according to Altrata.