UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
4 Ways Advisors Are Capturing Money in Motion
By Michael S. FischerTrillions of dollars a year are changing hands from older to younger generations, Cerulli reports. Here's how advisors are attracting those assets.
January 10, 2022
Raymond James Hires Private Wealth ChiefKevin Ruth, who's worked at Fidelity, Merrill and UBS, will focus on advisors and efforts to best serve HNW and UHNW clients.
January 04, 2022
Hightower Buys $1.7B TC Wealth PartnersThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.
December 29, 2021
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael CrookWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.
December 28, 2021
8 Bitcoin Tax Facts to KnowAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 22, 2021
Ultra-Wealthy Measure Wealth Differently Than Many Advisors: ReportNearly 90% of ultra-wealthy investors see tangible assets as part of their wealth, but only 53% of advisors do, Chubb and Wharton found.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.