UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
How Suze Orman Is Investing Now
By Jane Wollman Rusoff"America's Matriarch of Money" tells ThinkAdvisor how a life-changing experience made her rethink her portfolio.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.
August 07, 2022
Winners and Losers in Democrats' Signature Tax and Energy BillHere's a look at which groups and politicians come out on top and who takes a hit from the landmark bill, which now moves to the House.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.
July 20, 2022
'Full Capitulation' Could Mean Opportunity KnockingIt's hard to be positive about the current outlook, but news about optimistic earnings forecasts might go a long way.
July 13, 2022
Integrated Partners Picks Up Exec From BNY MellonStephen Kolano has joined Integrated as Family Office managing director.
July 13, 2022
Wealthy Millennials Have High Degree of Trust in Advisors: SurveyAs they build their wealth, millennials are asserting priorities when it comes to how they invest.
July 12, 2022
16 Richest Self-Made Women in the U.S.: ForbesThis year's list includes seven newcomers and seven women reappearing in the ranks.