UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Captrust Adopts CAIS Alternative Investment Platform
By John ManganaroThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 15, 2024
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.
April 15, 2024
The Art of Using Borrowed Money to Pay for Life InsuranceShawn Goheen discusses this high-net-worth estate planning strategy and its potential pitfalls.
March 26, 2024
Top 11 U.S. Cities for Millionaires: 2024Thirty-seven percent of the world's millionaires call the U.S. home. Here's where to find them.
March 25, 2024
Suze Orman: 'Smart People Don't Pass Up Free Money'SecureSave co-founders Orman and Devin Miller, its CEO, say even the wealthy should have workplace emergency savings accounts.
March 21, 2024
What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'The Getting Rid of Abusive Trusts Act is intended to make these trusts less attractive for tax avoidance.
March 15, 2024
How Advisors Can Make a Difference for Aging ClientsFinancial professionals need to navigate end-of-life discussions to provide support as conditions change.
March 08, 2024
3 Female Advisors Launch Women-Focused RIAOne focus for Expressive Wealth will be creating more visibility for women in the profession, the CEO said.