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Investment Advisor May 2008 James J. Green	How's It Playing in Peoria? Several recent measures of advisor and client sentiments portray a significant lack of confidence in both the current state and the near-term outlook for the markets and the economy.
Registered Rep. July 1, 2005 John Churchil	Millions to Choose From Advisors gunning for millionaire clients now have 1.3 million more prospects to choose from -- and a blueprint for what they're looking for, according to a new survey.
Registered Rep. March 1, 2005	The Women Are Getting Richer The number of women with at least $500,000 in assets grew 17% from 1996 to 2000.
Investment Advisor July 2007 Kara P. Stapleton	Moving On Up According to a new report, the number of U.S. households with a net worth of $5 million or more, not including a primary residence (NIPR), rose to a record 1.14 million in 2006. Financial advisors, take note.
Registered Rep. May 25, 2005 John Churchill	Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004.
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 February 2008	The Race to "Rich" How much money does it take before you are rich? Even better, how much does it take to feel rich yourself? A recent survey asked that question. Read on to see the answers.
Registered Rep. April 21, 2003 Ross Tucker	Optimism Among Wealthy Grows Good news for advisors looking to land affluent clients: Wealthy Americans are starting to regain confidence in future business and market conditions.
Registered Rep. February 23, 2010 Jerry Gleeson	Rich Are Feeling the Pinch, Says Poll High-income households may be as worried about their financial health as less affluent households, a survey of American savings habits suggests.
The Motley Fool November 29, 2010 Sean Sun	Recession's Over; Dada Says Retail's Back Here's why.
Entrepreneur March 2004 Steve Cooper	It Figures 3/04 Public companies going private... abandoning e-mail... etc.
Financial Planning June 1, 2011 George H. Walper Jr.	The Worried Wealthy Surprisingly, few multimillionaires see themselves as "very wealthy." Much like the rest of us, they fret about the economy, the federal deficit, taxes and health care.
Investment Advisor May 2008	Whither Client Loyalty? Are you certain that your clients will follow you where'er you roam? According to new research by Spectrem Group, clients may not be as steadfast as Mary's little lamb.
The Motley Fool January 5, 2012 Isaac Pino	Can the Economy Keep Its New Year's Resolution? How consumer confidence will carry the U.S. economy in 2012.
Financial Advisor December 2009 Evan Simonoff	Innovation Forum Probes Investors' Psyches Advisors take note. While the psychological changes caused by last year's financial crisis are not as deep as the scars the Great Depression left in a previous generation, some changes could be permanent.
Financial Planning May 1, 2008 Stacy Schultz	Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report.
Financial Planning December 1, 2009 Mitchell & Menchaca	Parity With Brokers For the first time ever, the number of mass-affluent investors who are taking advice from independent financial planners is the same as those who work with full-service brokers.
Financial Planning June 1, 2007 Elizabeth O'Brien	White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor.
Investment Advisor June 2006 Jeff Joseph	Hedgeworld Hedge Fund Focus: Optimism Down, Hedge Inflows up Despite recent economic strains, the hedge fund universe has rebounded. After dipping into negative territory in the fourth quarter of 2005, hedge fund net asset flows turned positive during the first three months of 2006.
Investment Advisor February 2009 Kara P. Stapleton	Losing May Mean a Move to Cash A new report for the advisory industry finds the wealthy are changing their retirement plans.
Registered Rep. March 25, 2011 Charles Paikert	Survey: High-Net-Worth Investors Remain Confident Despite Global Turmoil Despite increasing turmoil around the world, high-net-worth investors in the U.S. remained confident in the economy and the stock market, according to Phoenix Marketing International's latest tracking survey.
The Motley Fool August 23, 2005 Dayana Yochim	The Rich Are Worried According to a recent affluent consumer confidence survey, nearly 1/3 of the respondents said terrorism was the main national concern of the day, up from 16% who said so last quarter.
Registered Rep. November 6, 2002 Rick Weinberg	Brokers Taking Hits from Surveys Brokers continue to take hits for Wall Street's research conflicts and the sluggish market, according to two recent polls that show investors are not seeking advice from brokers.
Financial Planning May 1, 2005 Paramjit Mahli	Adviser Pulse Affluent investors need more tax planning advice.
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.
Investment Advisor January 2008 Jeff Joseph	The Year in Hedge Funds In a year marked by high volatility in the financial markets, the 10 strategies tracked by the Credit Suisse/Tremont Hedge Fund Index outperformed major global equity indexes and experienced lower volatility than the overall markets.
BusinessWeek January 27, 2011 Chandra & Feld	While the Rich Splurge, the Rest Hold Back Wealthy shoppers buoyed by stock gains are spurring the economic recovery. Middle- and lower-income Americans remain cautious.
Investment Advisor March 2006 Kathleen M. McBride	Return of the Broker? Full-service brokers are regaining favor among affluent investors, according to recent study. However, it looks like they still have a way to go keep clients satisfied.
Registered Rep. March 1, 2012 Matt Oechsli	The Affluent Gender Shift A strong case can be made that it's becoming a woman's world. Today's affluent women are taking a much more active role in virtually every aspect of their family's finances.
Registered Rep. April 1, 2005 John Churchill	Wealth + Apathy = Opportunity The good news for high-net-worth hunters: A large subset of affluent clients --- self-directed investors --- tend to be nonplussed by their current advisory relationship.
The Motley Fool September 2, 2011 Tierney Plumb	Just the Facts: Today's Dismal Jobs Report A summary of the jobs report.
The Motley Fool April 11, 2008 Selena Maranjian	Millionaires: An Endangered Species? Will you find yourself out of luck in your quest to become a millionaire? Or do you still have time to invest like one and become one?
IndustryWeek January 14, 2004 John S. McClenahen	Manufacturing Business Index Reaches Record High Data portend increase in output during the next three to six months, says Manufacturers Alliance/MAPI.
Financial Advisor September 2012	Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College.
Food Processing November 2009	Editor's Plate: Significant Signs of Economic Hope The Great Recession is not being replaced by the Great Recovery, but celebrate the victories and do your part to keep this momentum rolling.
The Motley Fool April 8, 2004 Shannon Zimmerman	Vanguard 500 vs. Total Stock Market Which fund gets the nod?
Registered Rep. November 1, 2005 Grove & Prince	Elusive Loyalty It's a serious conundrum for financial advisors: Their success hinges on their ability to cultivate loyalty in their most affluent clients, but many are having a tough time building that loyalty. But financial advisors can learn the skills that promote client loyalty.
Investment Advisor March 2008 Kara P. Stapleton	Web-Savvy Seniors A new study shows that affluent older Americans are taking more financial action online.
Financial Planning July 1, 2008 Stacy Schultz	Get Fees? Young, high-net-worth investors care about the amount they are paying in fees and are only willing to cough up high costs in management fees if they are getting above-average performance in return.
IndustryWeek July 10, 2002 John S. McClenahen	Manufacturing Index Surges To Two-Year High Manufacturers Alliance/MAPI's quarterly measure of coming business activity delivers evidence of a strong rebound from last year's depressed levels.
IndustryWeek April 9, 2003 John S. McClenahen	Surprise: Manufacturing Business Outlook Index Expands In March But quarterly measure by Manufacturers Alliance/MAPI dips below December's five-year high.
IndustryWeek April 7, 2004 John S. McClenahen	Manufacturing Index Sets Second Straight Record Data from Manufacturers Alliance indicate manufacturing growth should continue during the next three to six months.
IndustryWeek October 6, 2004 John S. McClenahen	Manufacturers Alliance Index Eases Off Record Pace U.S. manufacturing's recovery from the 2001 recession is likely to continue during the next three to six months, but at a somewhat slower pace than has recently occurred. But data suggest broad-based expansion is likely to continue.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
IndustryWeek January 12, 2005 John S. McClenahen	Manufacturers Alliance Outlook Index Dips Again But the alliance's latest manufacturing index figure seems consistent with forecasts that U.S. economic growth will be relatively strong in 2005, although not as strong as in 2004.
Trusts & Estates January 22, 2002	Face-to-face beats online for money advice to wealthy The affluent trust investment professionals, but still research their advice online.