UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Not All Advisor Credentials Are Created Equal: IWI
By John ManganaroSean Walters, the nonprofit's CEO, noted that only a handful are vetted and certified by recognized third parties.
May 23, 2024
6 Trends That Will Change How You Travel This SummerIf you're among the millions hitting the road in the coming months, these are the major industry shifts likely to affect your journey.
May 21, 2024
Mercer's Magic Formula for Growing Assets Over 50% in 18 MonthsKey ingredients include in-house estate and tax planning, as well as employee-advisors 100% focused on serving current clients.
May 21, 2024
Targeting Wealthy Clients, Commonwealth Teams With iCapital on Alts OfferingsCommonwealth says the partnership will help it meet growing demand for alternative investments.
May 09, 2024
World's Top 15 Cities for Millionaires: 2024The number of millionaires in New York rose 48% in a decade; in Beijing, it nearly doubled.
May 07, 2024
9 Phrases That Open Doors With ProspectsSome are useful in social situations, while others can lead you to "aha" moments of your own.
May 07, 2024
IRS Adds Generation-Skipping Transfer Deadline Relief After 16 YearsAbout 45 million U.S. residents have died since the estate planning regulations appeared.
May 06, 2024
8 Trends in the Art MarketA recent Bank of America report provides some talking points for advisors helping clients navigate this alternative investment.