UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
How Advisors Can Make a Difference for Aging Clients
By Nick KochanskiFinancial professionals need to navigate end-of-life discussions to provide support as conditions change.
February 29, 2024
SEIA Names New Director of Estate and Tax PlanningApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 29, 2024
10 Trends Driving the High-Net-Worth Market: CerulliWealth has become more concentrated, and advisors are evolving to acquire and retain clients over the long term.
February 20, 2024
In Advisory Fees, the Future Is Flat, Facet Founder Argues"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 20, 2024
LPL Expands HNW Program, Drops Asset MinimumThe firm is eliminating a $5 million investable asset minimum for HNW specialty services.
February 14, 2024
10 Things to Know About Estate Planning for Cross-Border CouplesWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.
February 12, 2024
An Asset Manager's Key to Boosting After-Tax WealthFrank Pape of Frontier talks about tax-friendly investment processes and why advisors should stop discussing "standard deviations."
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?