UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
October 31, 2022
How Do You Survive THIS? A Top NFP Agency Builder Explains.Howard Sharfman says success in wealth management starts with working on your grit. Every day.
October 27, 2022
Credit Suisse Posts $4B Loss Ahead of Crucial RevampThe firm also plans to cut thousands of jobs as it looks to put an end to years of scandals and management missteps.
October 27, 2022
10 Ways to Network With the Wealthy (When You Aren't Wealthy)They say it takes money to make money, but that doesn't always have to be the case.
October 26, 2022
9 Ways the Super-Wealthy Spend Their MoneyHere are the most sought-after brands, experiences and destinations among people with $100 million or more.
October 20, 2022
7 Reasons Investors Avoid Wealth Transfer PlanningDespite good intentions, many investors have failed to take basic steps when it comes to inheritance planning.
October 18, 2022
Tax Breaks for Kids, Companies Are Suddenly Brewing in CongressRepublicans want $45 billion in business-related tax breaks; Democrats prefer a full extension of last year's $100 billion child-tax benefit.
October 17, 2022
Credit Suisse Said to Begin Sale of U.S. Asset Management ArmIt shares have fallen more than 48% this year, giving it a market value of about $12 billion.
October 17, 2022
Interest Rates Will Hit 9% If Inflation Persists: Mark MobiusThe former Franklin Templeton executive also warns that commodity prices could be hurt by cooling demand.
October 17, 2022
11 'Credentials' That Give You an In With the WealthyMost of these credentials don't involve going back to school; you likely have several already.
October 14, 2022
11 Colleges That Mint Future Billionaires: ForbesOne-quarter of this year's Forbes 400 richest Americans attended one of these institutions.