UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Sun Life Takes Aim at Wealthy U.S. Clients With Advisors Asset Management Deal
By Kevin OrlandWith the deal expected to be completed in early 2023, products may be ready for sale in the first half of the year.
August 23, 2022
15 Simple Questions That Build Bonds With ProspectsOnce you find a common interest with someone new, you have a reason to keep in touch.
August 22, 2022
How Suze Orman Is Investing Now"America's Matriarch of Money" tells ThinkAdvisor how a life-changing experience made her rethink her portfolio.
August 15, 2022
10 Most Undervalued REITs: MorningstarThanks to their steep share-price declines, many of these high-yielding stocks are now trading at big discounts, analysts say.
August 08, 2022
Where 11 Advisors Are Telling Clients to Park Their Cash: Advisors' AdviceNow's a good time to discuss if clients can get higher returns in short-term investments and bank products.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.
August 07, 2022
Winners and Losers in Democrats' Signature Tax and Energy BillHere's a look at which groups and politicians come out on top and who takes a hit from the landmark bill, which now moves to the House.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.