Focusing on HENRY Clients? Here’s What’s Top of Mind for Today’s High Earners.

Published on October 15, 2025

For advisors wanting to help HENRY clients (which Knutson sees as typically younger individuals making at least $150,000 to $250,000 in household income annually), they’ll need a detailed picture of each person’s (or family’s) financial profile.

Continue reading on website
Other news

Attention Next Gens: Don’t Say the Quiet Part Out Loud!

October 15, 2025
Remember who is paying your paycheck. Even if you don’t agree with your superiors, they are still in the senior position. You don’t have to respect everyone you work for — people should earn your respect no matter what position they are in.

CAIS Summit Underscores the Growing Adoption of Alts in Wealth Space

October 15, 2025
The alternative investment platform’s fourth annual conference highlighted how far advisors have come in moving into private markets.