UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
JPMorgan to Hire 550 Brokers, More Than Doubling Its Current Base
By Jeff BermanThe firm also grabbed new leaders from Goldman and Merrill.
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.
June 30, 2021
North America Retakes Title of HNW Capital of the World: CapgeminiThe U.S. continued to lead this wealth growth with a 12.3% increase in 2020, the 2021 World Wealth Report found.
May 27, 2021
9 More Things Never to Say to Wealthy Clients and ProspectsNo one's perfect; I've said some of these myself.
May 21, 2021
Everything You Need to Know About Biden's Capital Gains Tax PlanHere's what the president is proposing and how advisors can help clients reduce or avoid capital gains taxes.