UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
For CPAs, Elite Planning. For RIAs, Richer Clients.
By Jane Wollman RusoffAdvisors in IP's CPA Alliance can gain clients 10 to 30 times wealthier than their average clients, Paul Saganey says.
November 21, 2022
World's 15 Safest Cities to Visit in 2023Here are the safest cities for travelers, according to a Berkshire Hathaway Travel Protection poll of visitors with first-hand knowledge of these hot spots. .
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 17, 2022
10 Do's and Don'ts for Fine Dining With Potential ClientsDon't let your new wealthy friends assume you were raised by wolves.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.
November 16, 2022
9 Reasons This Popular Trust Isn't Just for the Super-WealthySpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.
November 14, 2022
How Advisors Can Prepare Wealthy Clients for an Uncertain YearCash management is crucial for this year and next, UBS' Brenda O'Connor Juanas tells ThinkAdvisor.
November 07, 2022
10 Mistakes That Tank Your Credibility With Wealthy ProspectsWhen running with the big dogs, be careful not to lose touch with reality.