UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
12 Words That Help Get Your Point Across
By Bryce SandersSometimes one word is all it takes to shift a client's perspective.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.
July 09, 2024
10 Best Restaurants in the World: 2024The culinary trends embraced by these eateries will impress even the wealthiest clients and prospects.
July 03, 2024
When Clients Consider You 'One of the Family'As anyone with a family knows, there are pros and cons to such close relationships.
July 03, 2024
5 Things to Know About the Global Life High-Net-Worth MarketA Manulife exec recently talked about reaching the wealthy, the ultra-wealthy and "millionaires next door."
June 25, 2024
In Wealthy Families, Inheritance Distress Goes Beyond MoneyA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?