UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
9 Ways to Meet Wealthy People During a Winter Getaway
By Bryce SandersPeople on vacation want to have fun and make new friends.
December 14, 2022
Why ESG Investing Is 'a Mess' and What to Do About ItFrontier Asset Management CEO Rob Miller explains how to best align client values and investments, and the tax planning implications.
December 12, 2022
Sam Bankman-Fried Arrested in Bahamas as U.S. Files FTX ChargesThe the disgraced co-founder of the failed crypto exchange is in custody pending an extradition process.
December 09, 2022
8 Questions You'll Get at Holiday Parties This YearOnce word gets around that you are an advisor, the questions start coming.
December 08, 2022
3 Sins Advisors Commit When Discussing Cash With ClientsClients likely have lots of cash being held at rival firms. This situation may be hurting both them and your advisory practice.
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.