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 to Ask Clients Before School Starts
By Bryce SandersBack-to-school season is a great time to get clients talking about college and education-related costs.
August 14, 2024
12 One-Liners That Make an Impression With ClientsFor advisors, the right words can make a point, win someone over or earn a smile.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.
August 04, 2024
4 Ways to Help Clients With Digital AssetsClients are increasingly looking to financial advisors to safeguard these assets and add them to estate plans.
August 01, 2024
Dropbox Co-Founder Claims JPMorgan Advisor Cost Him Over $225MArash Ferdowsi alleges that he was steered to unsuitable investments rather than index funds.
July 31, 2024
8 Ways the Advice and Investing Worlds Are Changing NowTCW CEO Katie Koch and Hightower CEO Bob Oros point to rising client expectations and RIA growth, for instance.
July 30, 2024
Should Clients Share Wealth Sooner Rather Than Later?Passing on assets during one's lifetime can have big benefits, both psychological and practical.
July 29, 2024
Top 10 States With the Highest Incomes Among the 1%Nationwide, it takes $787,712 to be in the top 1% of earners, but in these 10 states it take a lot more.