UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
The Planning Skill Set Prized by the Wealthiest Clients
By John ManganaroWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
June 26, 2023
Can Congress Tax Unrealized Gains as Income? Supreme Court May DecideThe case, Moore v. United States, could have implications for the debate over wealth taxes.
June 14, 2023
8 Keys to Meeting the Needs of Ultra-Wealthy ClientsFor starters, be prepared for a deep dive into tax and estate planning.
June 12, 2023
Morgan Stanley, Goldman at Odds on S&P 500's Bull Market Rally"More are declaring the bear market officially over; we respectfully disagree due to our 2023 earnings forecast," said Morgan Stanley's Michael Wilson.
June 08, 2023
Yale Prof: Why Wealthy Clients Chase Performance; What Personal Finance Gurus Get RightJames Choi discusses his studies on how millionaires invest and how popular authors' advice stacks up against professors'.
June 07, 2023
The Wealth Management Trend Advisors Can't IgnoreA demand for more nimble and holistic planning is challenging advisors and driving interest in direct indexing.
May 30, 2023
Ambition, Betrayal, Family Drama: The Plot of 'Succession' or Your Client's Future?The struggles portrayed on the hit HBO show are commonplace and widespread, attorney Monique Hayes tells ThinkAdvisor.
May 26, 2023
15 Fun Events to Wow Clients and ProspectsClients can't resist a unique (and free) event, and they'll bring their friends.