UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Meet the Ex-NFL Player Whose UBS Team Keeps Athletes and Entertainers From Going Broke
By Jane Wollman RusoffFinancially successful athletes and celebrities must focus on the "three L's," Adewale Ogunleye tells ThinkAdvisor.
June 21, 2022
Hosting a Dinner Party to Impress Your Clients, Made EasyYou don't have to be an event planner or master chef to pull this off.
June 16, 2022
10 Estate Planning Steps Wealthy Investors Might Be MissingEven the wealthiest often have potentially costly gaps in their estate plans, according to Spectrem Group.
June 13, 2022
15 Ways to Appear Well-TraveledSend the right signals and wealthy prospects will see you as an up-and-coming world traveler.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
May 25, 2022
Crypto Assets Are Making Divorce More ComplicatedDigital assets are tricky to value in a divorce, but advisors can help, lawyer Yueh-Mei Kim Nutter tells ThinkAdvisor.
May 17, 2022
Raymond James Is Spending $500M on Tech in 2022, CEO SaysCEO Paul Reilly also talked to ThinkAdvisor about advisors' biggest worries and how the firm would handle a recession.