UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael Crook
By Jane Wollman RusoffWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 22, 2021
Ultra-Wealthy Measure Wealth Differently Than Many Advisors: ReportNearly 90% of ultra-wealthy investors see tangible assets as part of their wealth, but only 53% of advisors do, Chubb and Wharton found.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 03, 2021
Crypto ETFs and Other Ways to Invest in Digital AssetsA Bitcoin ETF isn't coming anytime soon. Here are the pros and cons of other ways to invest in cryptocurrency without buying coins directly.
December 03, 2021
15 Swanky Luxury Gifts for 2021Here's what to get for that person, or dog, on your list who has everything — assuming you have some cash lying around.
December 01, 2021
15 States Where the Most Estate Taxes Were Paid in 2020While 3,441 estates filed returns in 2020, only 1,275 of them owed taxes, IRS data shows.
November 24, 2021
10 Cool Holiday Gifts for Clients Under $100These gifts range from the practical to the nice-to-have to the whimsical and fit within FINRA's client gifting rules.
November 15, 2021
This Tax Break Can Save Ultra-Wealthy Clients MillionsThe qualified small-business stock capital gains exclusion can help founders and early-stage employees avoid taxes.