UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
SALT Cap Confounds House Democrats Crafting Taxes for Biden Plan
By Kaustuv BasuThe nonpartisan Joint Committee on Taxation has estimated that repealing the SALT cap would cut taxes for more than 13 million people.
July 26, 2021
JPMorgan to Hire 550 Brokers, More Than Doubling Its Current BaseThe firm also grabbed new leaders from Goldman and Merrill.
July 23, 2021
Goldman: What Family Offices Do DifferentlyThese investors benefit from a lack of defined investing timelines and the absence of outside interference, the survey found.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 12, 2021
11 Dreams to Motivate Your Client to InvestWhether it's helping family, leaving a legacy or buying a beach house, having a concrete goal can help your clients save and invest more.
July 08, 2021
Want to Avoid Taxes the Peter Thiel Way? Don't Even TryFrom fees to severe penalties for missteps, a self-directed retirement account is something most savers should steer clear of.
July 06, 2021
Where the Wealthiest Made, Lost Money in 2020Excluding billionaires, researchers found that only two of the five primary industry groups recorded an increased in related wealth.
July 02, 2021
Top 10 Countries for the Ultra-Wealthy: 2021These countries have the most people with $30 million or more in net worth.