UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Hosting a Dinner Party to Impress Your Clients, Made Easy
By Bryce SandersYou don't have to be an event planner or master chef to pull this off.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
May 25, 2022
Crypto Assets Are Making Divorce More ComplicatedDigital assets are tricky to value in a divorce, but advisors can help, lawyer Yueh-Mei Kim Nutter tells ThinkAdvisor.
May 17, 2022
Raymond James Is Spending $500M on Tech in 2022, CEO SaysCEO Paul Reilly also talked to ThinkAdvisor about advisors' biggest worries and how the firm would handle a recession.
May 16, 2022
10 Simple Phrases That Get Prospects to Open UpThe first step in getting potential new clients to like you is getting to know them better.
May 10, 2022
Goldman's Oppenheimer Sees Value in $11T Stock Rout"Equities are starting to look attractive for medium-to-longer term buyers," the strategist said Tuesday, though downside risks still lurk. "Equities are starting to look attractive for medium-to-longer term buyers," he told Bloomberg Television on Tuesday. While the downside risks still lurk, "all of that really is absorbed into the market already."
May 03, 2022
Understanding IRMAA: A Medicare Customer QuestionSome of your clients may end up paying more than others for part of Medicare.