UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
A Pastor and CFP Helps Clients Overcome Financial Trauma
By Jane Wollman RusoffThe 9/11 attacks put Nicole B. Simpson, a Morgan Stanley advisor at the time, on a different path.
July 24, 2025
12 States Where It Takes the Most Income to Be in the Top 1%While economic conditions vary, it takes $731,492 on average to be part of this elite group, SmartAsset reports.
July 21, 2025
Treasury Delays AML Rule for Advisors to Conduct 'Broad Review'FinCEN also intends to revisit the proposed customer identification requirements for advisors.
July 11, 2025
Private Credit Lures the Ultra-Rich Sitting on $3.1TFamily offices represent a vast pool of capital and are increasingly seeking new sources of returns.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
July 08, 2025
12 States With the Most Potential AUM per AdvisorSeven states have more than $100 million in prospective assets available per advisor, SmartAsset reported.
May 29, 2025
10 U.S. Cities With the Most Millionaires: 2025The U.S. has more millionaires than any other country, by far, Henley & Partners reports. Here's where to find them.
May 27, 2025
15 U.S. Universities With the Most Ultra-Wealthy AlumniOne institution has far more graduates worth $30 million or more than any other, Altrata research finds.