UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Why Life Insurance Assets Might Still Be Safe From Congress
By Allison BellCarmi Margalit, S&P's life head, said cutting inside buildup looks ugly up close.
January 28, 2024
Helping Affluent Clients Understand the Risk Management LandscapeProtecting their property may be more expensive and complicated than it used to be.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 22, 2024
Even the Ultra-Wealthy Have Holes in Their Safety NetsCheckups can focus on planning objectives, policy verification and any changes in health or lifestyle.
January 18, 2024
Vanguard Offers New Digital Estate Planning ToolsThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
January 12, 2024
Top 5 Destinations Where Your Travel Dollars Go the FurthestToday's strong dollar means deals can be had on local purchases that range from tours and meals to shopping.