UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
8 Things I Learned About Meeting Wealthy People on a Cruise
By Bryce SandersWhen sailing on a luxury ship, you meet people under ideal circumstances.
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.