UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Cambridge Launches New Service for Advisors With Wealthy Clients
By Jeff BermanThe service "creates one entry point" offering access to a range of expertise and guidance, says Jeff Vivacqua.
February 14, 2023
11 Mindset Shifts That Lead to Business GrowthThe first step to better results is reframing the beliefs that hold you back.
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 09, 2023
How an Advisor Invests NFL Players' Wealth"Don't invade the principal!" Lee Rawiszer urges his clients from the Chicago Bears, Minnesota Vikings and New York Giants.
January 31, 2023
10 Experiences That Strengthen Bonds With ClientsBuilding a personal bond can strengthen your professional relationship.
January 30, 2023
15 States Where the Top 1% Are RichestSmartAsset calculated how much income it takes to be in the top 1%, and 5%, in each state.
January 18, 2023
How 7 Advisors Forged Bonds With CPAs, Lawyers: Advisors' AdviceBuilding these alliances takes a lot of networking and often a little creativity, advisors told us.
January 10, 2023
Accredited Investor vs. Qualified Purchaser: What's the Difference?Being an accredited investor or qualified purchaser shows a level of investing sophistication, but there are key differences.