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"path": "/business/small-business/for-hnw-clients-consider-an-unbundled-advisory-model",
"publishedAt": "2026-05-28T09:35:00.000Z",
"site": "https://www.kiplinger.com",
"tags": [
"Small Business",
"Wealth Creation",
"Business",
"Investing",
"Wealth Management"
],
"textContent": "Independent advisers need to clearly explain how their team combines functions with external oversight to ensure full independence for the client and the firm.",
"title": "To Win HNW Clients, Consider an Unbundled Advisory Model That Delivers Objective Oversight"
}