UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Blackstone Private Credit Fund Has First Monthly Loss Since 2022
By Davide ScigliuzzoThe news is one of the clearest signs yet of weakening performance in the $1.8 trillion market.
February 19, 2026
10 States With Highest Top Income Tax Rates: 2026Even the mass affluent take a big hit in some states, Tax Foundation research shows.
January 30, 2026
Strategist Warns Against a Hidden Threat in Private EquityPeter Dziedzic says life and annuity professionals can end up facing invisible conflicts of interest.
January 20, 2026
5 Luxury Real Estate Trends for 2026Quiet luxury is out and living large is in, according to Coldwell Bankers' luxury property specialists.
January 08, 2026
4 Trends Dominating the Luxury Real Estate Market in 2026Some wealthy buyers are prioritizing features like guesthouses and fully detached apartments, says a Sotheby's exec.
December 22, 2025
JPMorgan Joins AQR, Two Sigma in Launching 'Tax-Aware' StrategyThe private fund, aimed at wealthy investors, takes bullish positions in a basket of stocks while also betting against certain companies.
December 22, 2025
9 States Cutting Income Tax Rates on Jan. 1Two states are simplifying their bracket structures, according to the Tax Foundation.
December 22, 2025
State Street Private Credit ETF Stalls in Year of Industry SnagsMultiple issues have fueled concerns that illiquid, hard-to-sell assets aren’t suitable for the everyday investors.