UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
Where 11 Advisors Are Telling Clients to Park Their Cash: Advisors' Advice
By Dinah Wisenberg BrinNow's a good time to discuss if clients can get higher returns in short-term investments and bank products.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.
July 20, 2022
'Full Capitulation' Could Mean Opportunity KnockingIt's hard to be positive about the current outlook, but news about optimistic earnings forecasts might go a long way.
July 13, 2022
Integrated Partners Picks Up Exec From BNY MellonStephen Kolano has joined Integrated as Family Office managing director.
July 13, 2022
Wealthy Millennials Have High Degree of Trust in Advisors: SurveyAs they build their wealth, millennials are asserting priorities when it comes to how they invest.
July 12, 2022
16 Richest Self-Made Women in the U.S.: ForbesThis year's list includes seven newcomers and seven women reappearing in the ranks.
July 08, 2022
Billionaires Can't Get Enough of Private EquityThe ultra-wealthy are stepping up as pension funds and endowments reach their limits.
July 06, 2022
Meet the Ex-NFL Player Whose UBS Team Keeps Athletes and Entertainers From Going BrokeFinancially successful athletes and celebrities must focus on the "three L's," Adewale Ogunleye tells ThinkAdvisor.