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 Super-Wealthy Americans Fare Under Biden's New Tax Plan
By Ben Steverman and Laura DavisonHardest hit are those who make lots of money but have few legal options for sheltering it, like business owners.
October 26, 2021
Backdoor Roth Closing? 4 Reasons Taxable Accounts Beat IRAs, 401(k)s: Morningstar's BenzHigh-income retirees may be tempted to boost after-tax IRA contributions, but Morningstar's personal finance expert says there's a better option.
October 19, 2021
12 Warning Signs That a Client Is a Bad FitThere are certain types of clients you should think twice about accepting, refer to another advisor or completely avoid.
October 18, 2021
7 Steps to Keeping a Client Whose Advisor Has Left the FirmAn established advisor quits. Their accounts are now yours. What do you do? Act quickly.
October 15, 2021
Is Setting Up a Trust in South Dakota Really Worth It?For those with only a few zeroes in their fortunes, it might not be worth the hassle.
October 15, 2021
Charitable Giving Advice Linked to More Assets, Faster Growth: FidelityAdvisors who offer charitable planning have better client relationships in a number of quantifiable ways, research finds.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
October 11, 2021
10 Obvious (and 10 Surprising) Places to Meet Wealthy ProspectsMany advisors think the best places to meet the wealthy are expensive or overrun with competitors. Think again.