UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
9 Questions You'll Get at Holiday Parties in 2023
By Bryce SandersAfter a few drinks, people might start asking you about markets, investments or becoming a client.
November 21, 2023
18 Luxury Gift Ideas for 2023If your wealthy clients need some gifting inspiration, point them to this list.
November 15, 2023
7 Worries for Ultra-Wealthy Investors in 2024Preparing for possible major tax changes is just the beginning, Ben Voelker of Mariner Wealth says.
November 09, 2023
Senators Debate Tax Avoidance Methods Used by Ultra-WealthyThe politicians did agree, though, that the current tax code invites abuse of its many grey areas.
November 07, 2023
Why Wealth Advisors Leave the Biggest Private Banks for Small RIAsSome advisors are happy to work within the confines of a large banking institution; others feel increasingly constrained.
November 03, 2023
How Adding Riskier Assets Can Lower Portfolio RiskAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.
October 27, 2023
How a Creative Planning Advisor Helps the Wealthiest ClientsSupporting ultra-wealthy clients involves investment management, estate planning risk management and much more, Brenna Saunders says.
October 24, 2023
10 Habits That Keep Families WealthyMost wealthy families lose it all in three generations, psychologist Courtney Pullen says.