UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Debate: Should Clients Use a Backdoor Roth IRA in 2022?
By Robert Bloink | William H. ByrnesShould high-income clients use this strategy while they can, or are they risking a tax headache in the future?
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 17, 2022
What 'Private For Longer' Means for InvestorsWith a steeper part of companies' growth curve happening privately, advisors must understand how to access this growth.
February 16, 2022
10 Tips for Coaching Your Clients in the Stock MarketIs watching the market a spectator sport? Here's how to help investors get in the game.
February 08, 2022
Wealthy Investors Worried About Inflation, Rate Hikes: UBSMore than two-thirds of them are holding more than 10% of their portfolios in cash, a survey finds.
February 02, 2022
This Top-Ranked Advisor Has Never Been Fired by a Widowed ClientThe fastest way to alienate widows is to rush into portfolio discussions, Spuds Powell, ranked No. 1 by Barron's and Forbes, tells ThinkAdvisor.
February 01, 2022
How Advisors Can Help Wealthy Clients Through 'Gray Divorce'Divorcing clients need to have a complete financial understanding regarding the division of their hard-earned assets.
February 01, 2022
Hightower Takes Stake in Business Manager to the WealthyGrant Tani Barash & Altman does bill payment, tax preparation and related services for high-net-worth clients in Los Angeles and nationwide.