UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
8 Ways the Advice and Investing Worlds Are Changing Now
By Roger WohlnerTCW CEO Katie Koch and Hightower CEO Bob Oros point to rising client expectations and RIA growth, for instance.
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.
July 22, 2024
Wirehouse Veteran Sees Risk to Clients in RIA 'Behemoths'Mega-RIAs could lose what makes them different from wirehouses, Segment Wealth CEO Gil Baumgarten says.