UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
The Wealth Management Trend Advisors Can't Ignore
By John ManganaroA demand for more nimble and holistic planning is challenging advisors and driving interest in direct indexing.
May 25, 2023
When Spending Too Little Is the Biggest Retirement 'Risk'Going broke in retirement is obviously a bad outcome, but so is chronic underspending, CPA Mike Piper says.
May 12, 2023
World's Top 15 Millionaire HotspotsSeven of these cities are actively courting foreign investment in return for residence or citizenship rights.
May 11, 2023
What Wealthy Families Need From AdvisorsChloe Wohlforth tells ThinkAdvisor why transferring wealth is so tricky and why demand for female advisors will rise.
April 24, 2023
The Ten Commandments of Getting More ClientsThe first rule of business growth: Thou shalt have a successful prospecting strategy.
April 13, 2023
20 Cities With the Most Ultra-Wealthy ResidentsYou may have already guessed major urban centers like Miami, but some cities popular with the UHNW crowd may surprise you.
April 12, 2023
What to Do When Generations Clash Over PhilanthropyWhen family values evolve over time, advisors can help resolve conflicts and maintain harmony.
April 03, 2023
Advisors Are Leaving a Shocking Gap: Howard SharfmanThe wealth planner wishes colleagues thought more about a typical client's most valuable asset.