UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
What It Takes to Wow Ultra-Wealthy Clients
By John ManganaroMorgan Stanley’s Valerie Wong Fountain oversees a curated platform of more than 100 specialty UHNW service providers.
November 26, 2025
10 Holiday Gift Ideas for Less Than $100The offering doesn't have to be expensive, but it should be thoughtfully chosen, with a touch of elegance.
November 19, 2025
Why Self-Directed Investors Make Great Clients"You may be surprised by how interested they are in working with financial advisors,” Nick Stuller says.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.
November 18, 2025
AssetMark Makes Good on Pledge to Enable Private Market AccessThe firm's initial private markets launch introduced strategies from Apollo, Carlyle, KKR and Stepstone.
November 13, 2025
6 Reasons Living Abroad Is Attractive for RetireesDomestic and global trends are reshaping Americans’ considerations about moving out the the U.S. after leaving work.
November 06, 2025
There’s a New (and Cheaper) Way for Clients to Borrow Against Their PortfoliosA solution from Vest applies the philosophy behind buffer ETFs to portfolio-based financing.
November 04, 2025
Citi’s Family Office Head to DepartFour regional heads now lead the private bank and report to Andy Sieg, who heads Citigroup’s broader wealth business.