UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Merrill Partners With Florida School to Reach Student-Athletes Early
By John ManganaroThe wealth management unit will provide educational sessions and self-study materials to students at IMG Academy.
July 23, 2024
6 Traits of People Passing Down Wealth in Next DecadeHere's what to know about who's transferring wealth now, according to Altrata.
July 22, 2024
Wirehouse Veteran Sees Risk to Clients in RIA 'Behemoths'Mega-RIAs could lose what makes them different from wirehouses, Segment Wealth CEO Gil Baumgarten says.
July 19, 2024
Mega-RIAs Will Grow to Rival Wirehouses in Next Decade: Mariner's BicknellAdding services to meet clients' needs is crucial to that growth, Mariner Wealth Advisors' CEO says.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 17, 2024
Alts 'Should Be Core' in Most Portfolios: Merrill Investment ExecThe firm now offers alts to clients with at least $1 million in assets, Nancy Fahmy tells ThinkAdvisor.
July 16, 2024
12 Words That Help Get Your Point AcrossSometimes one word is all it takes to shift a client's perspective.
July 16, 2024
Integrated Partners Adds Estate Planning Tools From Wealth.comThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.