UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Sam Bankman-Fried Arrested in Bahamas as U.S. Files FTX Charges
By Katanga Johnson and Ava Benny-MorrisonThe the disgraced co-founder of the failed crypto exchange is in custody pending an extradition process.
December 07, 2022
12 Days of Last-Minute Christmas Gifts Sure to ImpressAs the shopping days dwindle, there are still plenty of affordable and wow-worthy options within reach.
December 05, 2022
The World's 17 Youngest BillionairesWe combed through Forbes' real-time ranking of the world's wealthiest people to find the youngest billionaires.
December 01, 2022
For CPAs, Elite Planning. For RIAs, Richer Clients.Advisors in IP's CPA Alliance can gain clients 10 to 30 times wealthier than their average clients, Paul Saganey says.
December 01, 2022
How Not to Get Stuck With the CheckYou are not a cheapskate, but you don't want to be taken advantage of, either.
November 30, 2022
The 10 Best Bars in the World: 2022You never know who you might meet over a cocktail, especially at these top-ranked establishments.
November 21, 2022
World's 15 Safest Cities to Visit in 2023Here are the safest cities for travelers, according to a Berkshire Hathaway Travel Protection poll of visitors with first-hand knowledge of these hot spots. .
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.