UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
March 15, 2021
Beware of 'Over-Segmenting' Your ClientsMarketing and fintech expert April Rudin discussed some Merrill data on wealthy clients that "flies in the face" of conventional wisdom.
March 01, 2021
Richest 100 Americans Would Pay $78B Under Warren TaxThe bill stipulates that households with a net worth of over $50 million would pay a 2% yearly tax on their wealth.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
February 17, 2021
House Democrats Float Bill to Close Carried Interest Tax LoopholeThe carried interest loophole "has allowed private equity tycoons to pay lower tax rates than their secretaries," said Rep. Bill Pascrell, one of the bill's sponsors.
October 02, 2020
Family Offices, Wealthy Investors Wary of Investment RisksWealthy investors expect 1% to 5% portfolio returns in the next 12 months, a Citi Private Bank survey finds.
August 09, 2020
UBS Advisor to the Ultra-Wealthy Tells What His Clients Need Right NowPeter Rukeyser, nephew of the longtime TV host, tells ThinkAdvisor how he's assuaging client worries through the pandemic.
July 30, 2020
3 Trends Driving Growth in the Wealth Business: CapgeminiTo succeed in today's "unchartered waters," advisory firms must embrace new ways of doing things, says The Rudin Group president.
January 21, 2020
Third of Ultra-Wealthy Families Prefer Time-Limited Approach to Philanthropy: SurveyThese families want to make an impact during their lifetimes, versus the traditional approach of giving in perpetuity.