UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Where to Find 4 Types of Wealthy Clients
By Bryce SandersPotential clients can be broken down, broadly, by how much they have and how much they earn.
October 24, 2024
Adam Dell's Latest Offering: No AUM Fees, No Subscriptions, Just PlanningClients and CFPs alike benefit from Domain Money's setup, the serial founder and Goldman alum says.
October 24, 2024
The Art Market Is on the Brink of Major UpheavalIn 2022, high net worth individuals allocated 24% of their wealth to art. That number has fallen to just 15% in 2024.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 21, 2024
Hightower Takes Majority Stake in Investment Consulting Giant NEPCBob Oros, chairman and CEO of Hightower Holding, says the acquisition of NEPC will be transformational.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 18, 2024
Foundation Source Buys Fintech Firm Powering CharityvestThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
October 18, 2024
What If Your Wealthy Clients Get Robbed?Part of holistic wealth planning should involve regular reviews of property risk.