UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Strategist Warns Against a Hidden Threat in Private Equity
By Allison BellPeter Dziedzic says life and annuity professionals can end up facing invisible conflicts of interest.
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.
December 22, 2025
State Street Private Credit ETF Stalls in Year of Industry SnagsMultiple issues have fueled concerns that illiquid, hard-to-sell assets aren’t suitable for the everyday investors.
December 16, 2025
What It Takes to Wow Ultra-Wealthy ClientsMorgan Stanley’s Valerie Wong Fountain oversees a curated platform of more than 100 specialty UHNW service providers.
December 05, 2025
Vanguard Plans Miami ExpansionThe firm also may expand its offshore services in the next 12 to 18 months in places like California and Houston.
December 03, 2025
6 Savvy Insurance Moves Wealthy Clients Can Make in 2026Risk appetite among high-net-worth individuals has dropped sharply over the past several years.
November 26, 2025
10 Holiday Gift Ideas for Less Than $100The offering doesn’t have to be expensive, but it should be thoughtfully chosen, with a touch of elegance.