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 to Craft 'Super Roths' for Wealthy Clients
By Michael FinkeThere's an attractive niche for advisors who use sophisticated life insurance strategies to manage wealth across generations.
March 04, 2022
Debate: Should Clients Use a Backdoor Roth IRA in 2022?Should high-income clients use this strategy while they can, or are they risking a tax headache in the future?
March 04, 2022
Credit Suisse, UBS Wealth Clients Face Margin Calls on Russian AssetsSwiss banks are asking rich clients to post more collateral after cutting lending values on Russian securities, say people familiar with the matter.
March 03, 2022
UBS Restructures Unit for Wealthiest Clients, Stadler Steps DownIt's one of the biggest overhauls yet under CEO Ralph Hamers, now in his second year running the Swiss bank.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 17, 2022
What 'Private For Longer' Means for InvestorsWith a steeper part of companies' growth curve happening privately, advisors must understand how to access this growth.
February 16, 2022
10 Tips for Coaching Your Clients in the Stock MarketIs watching the market a spectator sport? Here's how to help investors get in the game.
February 08, 2022
Wealthy Investors Worried About Inflation, Rate Hikes: UBSMore than two-thirds of them are holding more than 10% of their portfolios in cash, a survey finds.