UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Debate: The New 1% Tax on Stock Buybacks
By Robert Bloink | William H. ByrnesTwo tax experts offer differing views regarding the likely effects of the stock buyback tax, which should be signed into law today.
August 14, 2022
Will Housing Prices Flatten or Collapse?Monthly home value declines have now engulfed 22 of the 100 largest metropolitan areas, though inventory is still very tight.
August 12, 2022
12 States High Earners Are FleeingNot surprisingly, the states with the biggest net losses of high-income households are traditionally viewed as high-tax states.
August 12, 2022
BlackRock Offers Bitcoin Investing to Big Institutional ClientsThe new private Bitcoin trust seeks to track the price of the biggest cryptocurrency, the asset manager says.
August 11, 2022
12 States High Earners Are Flocking ToThese states saw the greatest influx of high-income earners in 2020, according to a SmartAsset analysis.
August 09, 2022
States Slash Taxes Most in DecadesThe state-level largesse is being financed by a broad-based jump in tax collections in the wake of the pandemic, a survey finds.
August 08, 2022
Where 11 Advisors Are Telling Clients to Park Their Cash: Advisors' AdviceNow's a good time to discuss if clients can get higher returns in short-term investments and bank products.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.