UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Hacking Group Claims It Stole Wealthy Clients' Data From Christie's
By James Tarmy & Jake BleibergThe group posted the information and suggested it would publish the entire trove in early June.
May 21, 2024
Targeting Wealthy Clients, Commonwealth Teams With iCapital on Alts OfferingsCommonwealth says the partnership will help it meet growing demand for alternative investments.
May 09, 2024
World's Top 15 Cities for Millionaires: 2024The number of millionaires in New York rose 48% in a decade; in Beijing, it nearly doubled.
May 07, 2024
9 Phrases That Open Doors With ProspectsSome are useful in social situations, while others can lead you to "aha" moments of your own.
May 07, 2024
IRS Adds Generation-Skipping Transfer Deadline Relief After 16 YearsAbout 45 million U.S. residents have died since the estate planning regulations appeared.
May 06, 2024
8 Trends in the Art MarketA recent Bank of America report provides some talking points for advisors helping clients navigate this alternative investment.
May 01, 2024
JPMorgan Embraces Family Offices, With 'Very Tailored' AdviceThey offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.