UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
April 13, 2021
IQ-EQ to Acquire $1.9B Private Wealth Firm in South DakotaThe purchase of Concord Trust Co. is part of the Luxembourg-based firm's U.S. growth strategy.
March 25, 2021
Sen. Bernie Sanders Introduces Estate Tax BillThe bill raises rates, lowers exemptions and adds higher tax brackets for larger estates.
March 19, 2021
AUM, Hourly or Retainer Fees: Which Model Is Best for Advisors?Advisors Rick Ferri, Penny Phillips and Anna N'Jie-Konte debate the merits of different fee structures.
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.