UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Suze Orman: 'Smart People Don't Pass Up Free Money'
By Jane Wollman RusoffSecureSave co-founders Orman and Devin Miller, its CEO, say even the wealthy should have workplace emergency savings accounts.
March 08, 2024
3 Female Advisors Launch Women-Focused RIAOne focus for Expressive Wealth will be creating more visibility for women in the profession, the CEO said.
March 05, 2024
Think the Wealthy Can't Overspend? Think Again.Budgets for ultra-high-net-worth clients will look different, but they are arguably even more important.
February 29, 2024
SEIA Names New Director of Estate and Tax PlanningApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 29, 2024
10 Trends Driving the High-Net-Worth Market: CerulliWealth has become more concentrated, and advisors are evolving to acquire and retain clients over the long term.
February 20, 2024
In Advisory Fees, the Future Is Flat, Facet Founder Argues"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 20, 2024
LPL Expands HNW Program, Drops Asset MinimumThe firm is eliminating a $5 million investable asset minimum for HNW specialty services.
February 14, 2024
10 Things to Know About Estate Planning for Cross-Border CouplesWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.