UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
The Insurance Market is Softening for Beachfront Homeowners in Florida
By Ryan BallardThat's good news for high-net-worth clients with second or third homes on the water.
September 29, 2025
Cetera Rolls Out New Services for Business-Owner ClientsThe firm is working with Cornerstone Business Services to help advisors coach clients through complex ownership transitions.
September 22, 2025
Trump Unveils Gold, Platinum Visas to Cost Up to $5MTrump's new visa program for the world’s wealthy aims to encourage them to immigrate to the U.S.
September 22, 2025
Here Are the States With Estate or Inheritance Taxes: 2025Only the wealthiest estates pay federal taxes under OBBBA, but several states have levies of their own.
September 17, 2025
How to Protect Estate Plans From Natural DisastersYou thought about tax laws and family psychology. What about floods?
September 15, 2025
World's 12 Richest PeopleOracle CEO Larry Ellison hit No. 1 last week, but it didn't last long.
September 10, 2025
New Tax Rules Sweeten the Break on Small-Business Stock, but Watch OutWealthy clients can multiply this benefit by gifting, but the rules are complex, especially when using trusts.
September 04, 2025
Merrill, BofA Private Bank Expand Alts Access for Wealthiest ClientsMore clients are seeking nontraditional investments, a Merrill investment exec says.