UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
AI Will Wipe Out 80% of Financial Planning Business, Advisor Predicts
By Jane Wollman RusoffMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 03, 2025
How HNW Families Can Protect Themselves and Their Wealth: StudyAffluent households face challenges in securing adequate insurance coverage, particularly in catastrophe-prone areas, HUB International found.
January 02, 2025
American College Launches Donor-Advised Fund Training ProgramThe inaugural set of in-person education sessions will be held in Dallas in April.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 30, 2024
The Keys to Finding Financial HarmonyBringing out clients’ feelings is vital to aligning their money with their lifestyle, says author Preston D. Cherry.
December 26, 2024
Washington State’s Wealth Tax Debate Is Heating UpOpinions are divided over Gov. Jay Inslee's proposal, with critics including entrepreneur Nick Hanauer.
December 17, 2024
7 Trends in Art Investing by the WealthyCollecting provides high-net-worth clients with an opportunity to further diversify their portfolios.