UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
How Adding Riskier Assets Can Lower Portfolio Risk
By Jane Wollman RusoffAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.
October 19, 2023
20 Universities With the Most Ultra-Wealthy GradsA fifth of people with more than $100 million attended these schools, according to Henley & Partners.
October 12, 2023
Top 15 Cities for the Ultra-Wealthy: 2023The number of centimillionaires increased 12% from a year ago, according to Henley & Partners.
October 03, 2023
7 Trends in Year-End Planning for Wealthy ClientsMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.
October 03, 2023
20 Richest Women in the U.S.: Forbes, 2023Forbes today revealed its updated, heavily researched ranking of the 400 richest people in the U.S.
September 29, 2023
The Evolution in Ultra-Wealthy Divorce: 8 Key ShiftsFor the wealthiest couples, divorce is taking a lot longer than it used to.
September 28, 2023
Senate Republican Calls for Tightening Net Investment Income Tax RulesRick Scott used the issue to take a swipe at the Biden family's income taxes.
September 27, 2023
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEOThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.