UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
July 29, 2024
Top 10 States With the Highest Incomes Among the 1%Nationwide, it takes $787,712 to be in the top 1% of earners, but in these 10 states it take a lot more.
July 26, 2024
What's Behind the Latest 'Record Year' for eMoney?The firm aims to both foster and benefit from the continued rise of financial planning, Susan McKenna maintains.
July 26, 2024
15 Countries With the Most Millionaires: 2024UBS looks at wealthy populations now and makes some predictions for 2028.
July 25, 2024
Merrill Partners With Florida School to Reach Student-Athletes EarlyThe wealth management unit will provide educational sessions and self-study materials to students at IMG Academy.
July 24, 2024
A Gift Tax Strategy for Business Owners to Consider NowOne way to avoid a big hit if the current exemption doubles in 2026 is through a gifting plan, says CFP Andrew Flores.
July 24, 2024
15 Most Expensive Cities for a High-End LifestyleJulius Baer tracked 12 consumer goods and eight services to gauge the cost of "living well."
July 23, 2024
6 Traits of People Passing Down Wealth in Next DecadeHere's what to know about who's transferring wealth now, according to Altrata.
July 22, 2024
Wirehouse Veteran Sees Risk to Clients in RIA 'Behemoths'Mega-RIAs could lose what makes them different from wirehouses, Segment Wealth CEO Gil Baumgarten says.
July 19, 2024
Mega-RIAs Will Grow to Rival Wirehouses in Next Decade: Mariner's BicknellAdding services to meet clients' needs is crucial to that growth, Mariner Wealth Advisors' CEO says.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.