UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
10 Must-Knows to Get the Most Out of Charitable Giving
By John ManganaroWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 18, 2024
Vanguard Offers New Digital Estate Planning ToolsThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
January 12, 2024
Top 5 Destinations Where Your Travel Dollars Go the FurthestToday's strong dollar means deals can be had on local purchases that range from tours and meals to shopping.
January 11, 2024
Clients Have So Many Financial Needs. What's an Advisor to Do?Karen McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.
January 10, 2024
Wealth Tax Bill Gets Hearing in CaliforniaThe bill would tax residents' "worldwide net worth" of $50 million or more, with some exceptions.
January 05, 2024
Avoiding Tax Advice Liability: 9 Things Advisors Must KnowAdvisors can't file returns for clients, but there's still a lot they can do on the tax front.
January 04, 2024
Tax and Wealth Management Meet in a Growing Sweet SpotCFP and enrolled agent Dave Alison leans in to a "holistic" foundation to serve clients and advisors alike.