UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Foundation Source Buys Fintech Firm Powering Charityvest
By John ManganaroThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
October 09, 2024
Annuities Can Provide Tax Bracket CushionsAnnuities are not just for middle-income retirement savers, a CFP says.
October 09, 2024
New UHNW Wealth Management Outsourcing Platform Comes to MarketThe new Family Office Resource Group offers a white-labeled solution for wealth managers.
October 03, 2024
Debate: Is the 20% Business Income Deduction Worth It?Our tax experts discuss whether the deduction is an equalizer for small businesses or just another exploitable loophole.
October 03, 2024
Do You Really Know Your UNHW Clients' Spending Rate?The vast majority of ultra-wealthy families don't understand their annual cash flow, leading to missed opportunities.
October 03, 2024
Wealth Enhancement Group Buys $2.4B Hybrid RIA in South CarolinaThe acquired firm, FinTrust Capital Advisors, specializes in advanced financial planning and tax strategies.
September 25, 2024
How the NFL Became an Alternative InvestmentExposure to professional sports fits comfortably in a modern portfolio asset mix, says Neil Blundell of CAIS.
September 24, 2024
10 Cities With the Most Ultra-Wealthy ResidentsThe number of people with $30 million or more in the U.S. rose 13% in 2023, according to Altrata.