UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
4 Trends Dominating the Luxury Real Estate Market in 2026
By Sarah RappaportSome wealthy buyers are prioritizing features like guesthouses and fully detached apartments, says a Sotheby's exec.
December 22, 2025
State Street Private Credit ETF Stalls in Year of Industry SnagsMultiple issues have fueled concerns that illiquid, hard-to-sell assets aren’t suitable for the everyday investors.
December 16, 2025
What It Takes to Wow Ultra-Wealthy ClientsMorgan Stanley’s Valerie Wong Fountain oversees a curated platform of more than 100 specialty UHNW service providers.
December 05, 2025
Vanguard Plans Miami ExpansionThe firm also may expand its offshore services in the next 12 to 18 months in places like California and Houston.
December 03, 2025
6 Savvy Insurance Moves Wealthy Clients Can Make in 2026Risk appetite among high-net-worth individuals has dropped sharply over the past several years.
November 26, 2025
10 Holiday Gift Ideas for Less Than $100The offering doesn’t have to be expensive, but it should be thoughtfully chosen, with a touch of elegance.
November 19, 2025
Why Self-Directed Investors Make Great Clients"You may be surprised by how interested they are in working with financial advisors,” Nick Stuller says.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.