UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
What to Know About the Feds' New Ownership Reporting Rules
By Allison BellBusiness owners and investors should file any beneficial ownership reports that FinCEN will take, accountant Kenneth Dettman suggests.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 22, 2024
Even the Ultra-Wealthy Have Holes in Their Safety NetsCheckups can focus on planning objectives, policy verification and any changes in health or lifestyle.
January 18, 2024
Vanguard Offers New Digital Estate Planning ToolsThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
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.