UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: Survey
By Michael S. FischerHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
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.
November 15, 2021
How Advisors Land Young, Wealthy Clients: Advisors' AdviceYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.
November 09, 2021
Morgan Stanley to Let Wealthiest Clients Invest in Private CompaniesThe wirehouse's new Direct Investment Access Program will be open to clients with at least $20 million in assets.
November 04, 2021
Tax Hikes in House Version of Biden Plan Come to Nearly $1.48T, Panel SaysIncreasing the cap on state and local tax deductions to $72,500 from $10,00 would raise about $2 billion over a decade.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.