UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
JPMorgan Embraces Family Offices, With 'Very Tailored' Advice
By Jane Wollman RusoffThey offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.
April 26, 2024
Top 12 Hotspots for Millionaire HomeownersThe number of U.S. households earning $1 million or more annually grew 446% between 2017 and 2022.
April 23, 2024
Captrust Adopts CAIS Alternative Investment PlatformThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 17, 2024
The Ten Commandments of Prospecting in 2024I say unto thee: The advisor who prospects well shall inherit the earth.
April 17, 2024
9 Steps for Advisors to Rebuild GoodwillYou can't erase history, but you can position yourself as genuine and generous, earning prospective clients' respect.
April 15, 2024
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.
April 15, 2024
The Art of Using Borrowed Money to Pay for Life InsuranceShawn Goheen discusses this high-net-worth estate planning strategy and its potential pitfalls.
March 26, 2024
Top 11 U.S. Cities for Millionaires: 2024Thirty-seven percent of the world's millionaires call the U.S. home. Here's where to find them.