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Registered Rep. September 4, 2013 Diana Britton	What Is Wealthy? Fifty percent of investors define wealth as having no financial constraints on what they do, while only 16 percent say it's about surpassing a certain asset threshold.
Registered Rep. June 7, 2011 Charles Paikert	Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives.
The Motley Fool October 20, 2006 Jim Mueller	Foolish Book Review: "The Millionaire Next Door" While the average biography might not fit every single millionaire, many of them do share similarities. What the authors of this book did was take those similarities and boil them down to a list of seven traits that most millionaires share.
Registered Rep. April 28, 2015 Megan Leonhardt	Millionaires Don't Know When to Quit Many wealthy investors keep working long after they need because of the continual shift in objectives and the need to maintain financial security.
The Motley Fool December 23, 2005 Stephen D. Simpson	Invest Like You Want to Be Rich! True wealth doesn't come by accident. It's built through disciplined attention to detail and a keen focus on what really matters.
The Motley Fool September 19, 2007 John Rosevear	Trading Secrets of the Super-Rich How do the super-rich trade? As little as possible.
Entrepreneur October 2006 Robert Kiyosaki	In Control Want to lead a happier, healthier and wealthier life? Start by practicing self-control.
Financial Planning January 1, 2009 Stacy Schultz	Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals.
Financial Advisor February 2005 Grove & Prince	Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade.
Registered Rep. February 2, 2011 Charles Paikert	Even The Rich Are Worrying About Retirement "There's a newfound feeling of vulnerability among wealthier clients," said Lyle LaMoth, head of U.S. Wealth Management for Merrill Lynch Wealth Management.
U.S. Banker June 2011	More, More, More The total wealth of millionaire households is on track to balloon in the next decade, but most of that will be outside of the U.S.
Wall Street & Technology February 12, 2007 Cory Levine	Wealth Management Market Continues to Grow Going forward, wealth management services will remain in strong demand, and wealth managers will need new technologies to support them.
Job Journal March 13, 2005 Marty Nemko	Quick Fix: Your First Million The Millionaire Next Door summarizes a survey of more than 700 millionaires and reveals that the secret to financial security may not be so mysterious after all. It's more likely to be found in a run-of-the-mill business.
AskMen.com August 27, 2001 Michael Bucci	Are You Millionaire Material? Most people have a set image of what a millionaire is. Someone that wears a $10,000 Rolex and drives a BMW 540 series car. Sounds about right... right? Wrong. It turns out that the majority of millionaires in America are seemingly normal "guy next door" types...
Registered Rep. May 27, 2004 David A. Gaffen	High-End Investment Advice Grows Globally The private banking industry is growing at a level not seen since the late 1990s, reflecting not only an increase in the market but also an influx of new money into these firms.
Financial Advisor January 2007 Mitch Anthony	The Paradox of Plenty To better connect with your financial advisory clients and empathize with their walk into and through the building of wealth, you need to be able to relate to the emotional tensions they may be experiencing.
U.S. Banker November 2001 John Hackett	Wealth Management Forever Wealth managers remain optimistic despite the sharp drop in personal wealth as a result of the stock market's decline...
Registered Rep. January 27, 2011 Charles Paikert	Consumer Confidence Rising, But Investors Still Skittish Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren't completely on board yet.
Investment Advisor May 2009 Jeff Joseph	Venture Populist: Chaos = Opportunity (Oh, please) Will advisors revisit their mantras or continue to tout the same asset-allocation models that have so devastated their portfolios?
Registered Rep. July 19, 2011 Charles Paikert	New Rankings: New York, Houston Shine As Wealth Management Hot Spots Wealth management firms who aren't doing business in the New York or Houston markets may be asking themselves why not.
Financial Advisor October 2005 Grove & Prince	Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Registered Rep. July 1, 2006 Kristen French	Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June.
Investment Advisor July 2009 James J. Green	Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought.
Wall Street & Technology June 2, 2009 Melanie Rodier	China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report.
Registered Rep. June 15, 2015 Ryan W. Neal	Markets Push Rise In Wealth; New Money Is Scarce North America is still the largest and most developed wealth market in the world, with wealth growing 5.6 percent in 2014.
The Motley Fool October 20, 2004 Selena Maranjian	Few Self-Made Millionaires Many millionaires admit that they couldn't have done it without others.
The Motley Fool July 7, 2005 Selena Maranjian	Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising.
The Motley Fool December 20, 2006 Mary Dalrymple	The Thrifty Millionaire Not all wealthy people are the big spenders that you might imagine. The wealthy get there through hard work, planning, and financial discipline.
Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
The Motley Fool November 17, 2010 Morgan Housel	Who Owns the Stock Market? Wealth inequality in America.
On Wall Street April 1, 2013 Donald Jay Korn	Ultra-Wealthy Wary of Trusting a Single Advisor While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.
Financial Advisor December 2006 Grove & Prince	The Wealth Protection Process Knowing what to do is one thing; knowing how to do it -- and to keep it done -- is where the financial advisor shines. This is the second in a three-part series on the growing area of affluent wealth protection services.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
The Motley Fool November 17, 2006 Tim Hanson	Stocks to Save Your Fortune The last stock market crash started in 2000 and lasted all the way until 2002. If you were invested during that time, you know how much it hurt. The next crash will hurt as much, if not more, particularly if you make the same mistakes again.
U.S. Banker July 2010 Howard Stock	Worthwhile Wordplay? With the ranks of the affluent shrinking, some banks are downplaying the wealth in their wealth management marketing. Can a shift in semantics make a difference?
Registered Rep. May 11, 2011 Charles Paikert	Wealth Managers Vying for Trillions From Intergenerational Wealth Transfer Over 90 percent of heirs promptly change advisors when they receive their inheritances, and 70 percent of families lose control of their assets when an estate is transitioned to the next generation.
The Motley Fool October 27, 2009 Adam J. Wiederman	The Easiest Way to Become a Millionaire This strategy is simple, but it takes discipline to adhere to the rules. But if you follow this advice, you'll be well on your way to a million-dollar portfolio.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Investment Advisor August 2005 Melanie Waddell	The Playing Field: Serving Mid-Tier Millionaires Mid-tier millionaires desperately want to reduce the complexity of managing their wealth and consolidate all of their financial needs under one roof. Can you help them?
Registered Rep. May 31, 2013 Megan Leonhardt	Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
The Motley Fool August 18, 2010 Dan Caplinger	How Dividend Stocks Will Make You Rich Yields and compounding returns over time add up to amazing wealth.
Financial Advisor April 2005 Grove & Prince	The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.
Financial Planning February 1, 2005 Abigail La Croix	5 Questions Joseph Spada of Family Wealth Institute offers retreats for the wealthy, a service that tries to balance financial success with other parts of life.
U.S. Banker March 2002 John Hackett	Wealth Management Leaders With profit-generating assets shrinking because of the decline in stock prices, some of the biggest players in the wealth management field are hurting. But all assert the future is rosy, at least for them. Many have doubts, however, about the outlook for other players...
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
Wall Street & Technology January 21, 2008 Cory Levine	6 Tech Issues Wealth Managers Must Address To Meet Client Expectations Wealthy clients are considering more sophisticated strategies for managing their assets and are requiring a great deal more from their providers.