UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
20 Richest Women in the U.S.: Forbes, 2023
By Michael S. FischerForbes today revealed its updated, heavily researched ranking of the 400 richest people in the U.S.
September 28, 2023
Senate Republican Calls for Tightening Net Investment Income Tax RulesRick Scott used the issue to take a swipe at the Biden family's income taxes.
September 27, 2023
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEOThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.
September 26, 2023
This Step Can Prevent an Income Planning Nightmare for Wealthy ClientsSales director Jack Elder warns that neglect can turn one popular retirement strategy into taxable compensation.
September 26, 2023
Helping Pro Athletes Plan for 'Retirement' by 40These wealthy clients could be looking at a 50-year retirement, Kristopher Martin of Element Pointe says.
September 24, 2023
Medicare's Chief Actuary Grades a Proposal to Hike Taxes on the WealthyA bill expandiing the Net Investment Income Tax could keep Medicare solvent for 75 years, Paul Spitalnic predicts.
September 18, 2023
This Insurance Policy Works Like a '2-Way Roth IRA,' UHNW Advisor SaysPrivate placement life insurance can be valuable for wealthy clients, but misunderstandings abound, says Cresset's Aiden Elliott.
September 15, 2023
The Big Estate Tax Exemption Cut Is Just One Planning Trend to FollowOther developments to watch: Irrevocable trusts might not be as irrevocable as they seem.