UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Do You Really Know Your UNHW Clients' Spending Rate?
By John CareyThe vast majority of ultra-wealthy families don't understand their annual cash flow, leading to missed opportunities.
September 24, 2024
10 Cities With the Most Ultra-Wealthy ResidentsThe number of people with $30 million or more in the U.S. rose 13% in 2023, according to Altrata.
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?To enhance client portfolios, advisors might want to look beyond stocks and bonds.
September 20, 2024
Cerity Partners to Merge With Venture Capital Advisory ShopThe merger with Touchdown Ventures will expand the firm's offering to corporations and businesses.
September 20, 2024
BofA Private Bank Nabs $2.7B Advisor From CitiAustin Koenen has joined Bank of America Private Bank's Atlanta office.
September 18, 2024
On the Hunt for HNW Clients? Look to In-House Investment BanksAffiliating with an independent firm that offers such capabilities can be a true differentiator for financial advisors.
September 18, 2024
Senate Finance Bones Up for Brutal Budget DebatesBut the highlight of the latest tax policy hearing was hints about avoidance strategies yet to be skewered.
September 18, 2024
Why Ultra-High-Net-Worth Clients Should Consider 831(b) PlansOne reason to self-insure big risks is to avoid claim time surprises.