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.
10 Cool Holiday Gifts for Clients Under $100
By Michael S. FischerThese gifts range from the practical to the nice-to-have to the whimsical and fit within FINRA's client gifting rules.
Biggest Retirement News of 2021
Are You Rich? That's a Ridiculous Question.
November 23, 2021
North American Family Offices Eye Up Cannabis and Crypto InvestmentsEighty-six percent of North American family offices report that their wealth increased over 2020 and 2021.
November 17, 2021
Clients Want Tax-Smart Advice, and Most Aren't Getting It: OrionOnly 20% of advisors employ ongoing, automated tax management, according to a survey commissioned by Orion Advisor Solutions.
November 17, 2021
10 Countries Where Average Worker Is Furthest From Top 1%Researchers studied how may years of an average salary it would take to match the wealth of their country's elite.
November 17, 2021
Senate SALT Plan Would Fully Lift Cap Within Income LimitsSanders said those earning above the top limit could still claim up to $10,000, the current maximum deduction.
November 15, 2021
This Tax Break Can Save Ultra-Wealthy Clients MillionsThe qualified small-business stock capital gains exclusion can help founders and early-stage employees avoid taxes.
November 15, 2021
How Advisors Land Young, Wealthy Clients: Advisors' AdviceYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.
November 12, 2021
SALT Cap Is Poised to Get Looser as Democrats Debate Tax ReliefHouse Democrats want to raise the cap to $80,0000, while Senate Democrats aim to phase out the deduction for those with about $400,000 or more in income.