UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Carson Group Rolls Out New AI Tool for Advisors
By Melanie WaddellClient Intelligence gives advisors instant visibility into what is happening within a client household, the firm says.
February 23, 2026
Merrill to Offer Direct Capital Markets Trading to Ultra-Wealthy ClientsThe new Direct Markets Coverage Group aims to support, not replace, clients' core advisors.
February 19, 2026
10 States With Highest Top Income Tax Rates: 2026Even the mass affluent take a big hit in some states, Tax Foundation research shows.
January 30, 2026
Strategist Warns Against a Hidden Threat in Private EquityPeter Dziedzic says life and annuity professionals can end up facing invisible conflicts of interest.
January 20, 2026
5 Luxury Real Estate Trends for 2026Quiet luxury is out and living large is in, according to Coldwell Bankers' luxury property specialists.
January 08, 2026
4 Trends Dominating the Luxury Real Estate Market in 2026Some wealthy buyers are prioritizing features like guesthouses and fully detached apartments, says a Sotheby's exec.
December 22, 2025
JPMorgan Joins AQR, Two Sigma in Launching 'Tax-Aware' StrategyThe private fund, aimed at wealthy investors, takes bullish positions in a basket of stocks while also betting against certain companies.
December 22, 2025
9 States Cutting Income Tax Rates on Jan. 1Two states are simplifying their bracket structures, according to the Tax Foundation.