UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
When Spending Too Little Is the Biggest Retirement 'Risk'
By John ManganaroGoing broke in retirement is obviously a bad outcome, but so is chronic underspending, CPA Mike Piper says.
April 24, 2023
The Ten Commandments of Getting More ClientsThe first rule of business growth: Thou shalt have a successful prospecting strategy.
April 13, 2023
20 Cities With the Most Ultra-Wealthy ResidentsYou may have already guessed major urban centers like Miami, but some cities popular with the UHNW crowd may surprise you.
April 12, 2023
What to Do When Generations Clash Over PhilanthropyWhen family values evolve over time, advisors can help resolve conflicts and maintain harmony.
April 03, 2023
Advisors Are Leaving a Shocking Gap: Howard SharfmanThe wealth planner wishes colleagues thought more about a typical client's most valuable asset.
March 29, 2023
10 Fun Ways to Meet Wealthy ProspectsPeople tend do business with people they like. Meet them socially, get them to like you and then see where it goes.
March 28, 2023
15 Richest Women in the World: Forbes, 2023We combed through Forbes' Real-Time Billionaires List to identify the wealthiest women today across the globe.
March 15, 2023
How BDs Can Respond to Shifting Advisor Preferences: CerulliThe company says that asset managers must make available portfolio elements that appeal to advisors' needs for flexibility.