UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
January 12, 2024
Top 5 Destinations Where Your Travel Dollars Go the FurthestToday's strong dollar means deals can be had on local purchases that range from tours and meals to shopping.
January 11, 2024
Clients Have So Many Financial Needs. What's an Advisor to Do?Karen McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.
January 10, 2024
Wealth Tax Bill Gets Hearing in CaliforniaThe bill would tax residents' "worldwide net worth" of $50 million or more, with some exceptions.
January 05, 2024
Avoiding Tax Advice Liability: 9 Things Advisors Must KnowAdvisors can't file returns for clients, but there's still a lot they can do on the tax front.
January 04, 2024
Tax and Wealth Management Meet in a Growing Sweet SpotCFP and enrolled agent Dave Alison leans in to a "holistic" foundation to serve clients and advisors alike.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
January 03, 2024
8 Reasons to Focus on Wealthy Clients' DebtVirtually all investors have liabilities, but advisors are often ill-equipped to map that side of balance sheets.
December 29, 2023
Everything Wall Street Got Wrong in 2023Three calls — sell U.S. stocks, buy U.S. Treasury bills and purchase Chinese stocks — formed the consensus view.
December 26, 2023
Freeze an Asset's Value With an Installment Sale: Tax LawyerWhen done right, these transactions "can produce eye-popping transfer tax savings," CBS Brokerage exec Jack Elder says.
December 11, 2023
Top 14 Assets Billionaires Plan to Buy More of in 2024: SurveyThe great wealth transfer is on. Here's where billionaires are boosting investment, according to UBS.