UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
What You Need to Be 'Wealthy' in 12 Cities
By Michael S. FischerAmericans in 12 metropolitan areas says more net worth is required this year than in the past two years, a Schwab poll finds.
August 19, 2024
9 Questions to Ask Clients Before School StartsBack-to-school season is a great time to get clients talking about college and education-related costs.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 15, 2024
Disability Insurance Can Ensure Business ContinuityWhat if a client with a successful firm suddenly has a stroke? What then?
August 14, 2024
12 One-Liners That Make an Impression With ClientsFor advisors, the right words can make a point, win someone over or earn a smile.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.
August 04, 2024
4 Ways to Help Clients With Digital AssetsClients are increasingly looking to financial advisors to safeguard these assets and add them to estate plans.
August 01, 2024
Dropbox Co-Founder Claims JPMorgan Advisor Cost Him Over $225MArash Ferdowsi alleges that he was steered to unsuitable investments rather than index funds.