UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
15 Ways to Appear Well-Traveled
By Bryce SandersSend the right signals and wealthy prospects will see you as an up-and-coming world traveler.
May 25, 2022
Crypto Assets Are Making Divorce More ComplicatedDigital assets are tricky to value in a divorce, but advisors can help, lawyer Yueh-Mei Kim Nutter tells ThinkAdvisor.
May 17, 2022
Raymond James Is Spending $500M on Tech in 2022, CEO SaysCEO Paul Reilly also talked to ThinkAdvisor about advisors' biggest worries and how the firm would handle a recession.
May 16, 2022
10 Simple Phrases That Get Prospects to Open UpThe first step in getting potential new clients to like you is getting to know them better.
May 10, 2022
Goldman's Oppenheimer Sees Value in $11T Stock Rout"Equities are starting to look attractive for medium-to-longer term buyers," the strategist said Tuesday, though downside risks still lurk.
"Equities are starting to look attractive for medium-to-longer term buyers," he told Bloomberg Television on Tuesday. While the downside risks still lurk, "all of that really is absorbed into the market already."
May 03, 2022
Understanding IRMAA: A Medicare Customer QuestionSome of your clients may end up paying more than others for part of Medicare.
April 28, 2022
Most HNW Advisors Still Unfamiliar With Direct Indexing: SurveyYet these advisors embrace the strategy's most valued benefits: tax management and customized exposures.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.