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.
12 States High Earners Are Fleeing
By Michael S. FischerNot surprisingly, the states with the biggest net losses of high-income households are traditionally viewed as high-tax states.
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.
August 07, 2022
Winners and Losers in Democrats' Signature Tax and Energy BillHere's a look at which groups and politicians come out on top and who takes a hit from the landmark bill, which now moves to the House.
August 05, 2022
Wealthy Americans Escape Tax Hikes in Bill But Would Face Beefed-Up IRSTop-earners should prepare for audit levels not seen in decades, including reviews of complex financial dealings like cryptocurrencies and offshore investments.
August 05, 2022
Democrats Drop Carried Interest, Paving Way for Tax VoteBut lawmakers will add a new 1% excise tax on stock buybacks, while altering a 15% minimum tax on corporations.
August 04, 2022
Jeffrey Levine: 5 Secrets to Making the Most of a Last-Ditch Income StrategySOSEPPs, also known as 72(t) payments, provide early access to retirement savings, but the hazards are many.