UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
A Strategy for When Your Friends Are Chosen for You
By Bryce SandersWhen chance or circumstance throws you and new people together, silence can be less than golden. Here are some pointers.
September 07, 2021
Hightower Takes Stake in $1.5B Multi-Office RIAAlexandria Capital, based near Washington, D.C., has locations in Boston; Juneau, Alaska; New York; and Portland, Oregon.
September 02, 2021
The Ten Commandments of Post-Pandemic ProspectingAs you get back out there to find new clients, you'll likely find prospecting the same, yet different.
July 26, 2021
JPMorgan to Hire 550 Brokers, More Than Doubling Its Current BaseThe firm also grabbed new leaders from Goldman and Merrill.
July 23, 2021
Goldman: What Family Offices Do DifferentlyThese investors benefit from a lack of defined investing timelines and the absence of outside interference, the survey found.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 12, 2021
11 Dreams to Motivate Your Client to InvestWhether it's helping family, leaving a legacy or buying a beach house, having a concrete goal can help your clients save and invest more.
July 08, 2021
Want to Avoid Taxes the Peter Thiel Way? Don't Even TryFrom fees to severe penalties for missteps, a self-directed retirement account is something most savers should steer clear of.