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Financial Planning July 1, 2007 Kathy Gevlin	White Paper The study points out a number of attitude and behavior changes among surveyed high-net-worth individuals. For the first time in the survey's six-year history, with regard to investing, wealthy individuals care as much about return on assets as they do about preservation of assets.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
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.
On Wall Street September 1, 2008 Jack Sharry	When You Say "Tomato," Do Clients Hear "To-Mah-to"? Perceptions become reality on an individual basis, and your clients' perceptions of the economy are not good. What should you do about this situation?
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 July 2007 Melanie Waddell	Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks.
Investment Advisor July 2008 Kara P. Stapleton	Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors.
Registered Rep. September 1, 2005 David A. Geracioti	You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals.
Registered Rep. January 31, 2011 Charles Paikert	Women Less Confident About Retirement; Younger Investors More Conservative Only one-third of affluent women had full confidence in their ability to meet their long-term financial goals, compared to half of their male counterparts.
Investment Advisor May 2008 Kara P. Stapleton	Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track.
The Motley Fool July 20, 2010 Amanda B. Kish	Retirement: It's Not as Bad as We Thought Despite the dire predictions, Americans are a little more prepared for retirement.
Investment Advisor October 2008 Lewis Schiff	Even Affluent Clients Feel the Chill The affluent may have significant assets, but that doesn't make them immune to the recent economic chills.
Financial Planning February 1, 2008 Stacy Schultz	White Paper The Phoenix Companies and Harris Interactive recently conducted a survey of high-net-worth women. Here is a summary of their findings.
Investment Advisor July 2009 James J. Green	Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought.
Investment Advisor August 2009 James J. Green	Millionaires Say 2008 Not So Bad Fidelity's third annual Millionaire Outlook study shows that the high-net-worth feel pretty good about their advisors.
Registered Rep. August 1, 2006 Kristen French	A Healthy Concern High-net-worth individuals are ranking the risk of unforeseen health care costs as their top financial concern.
The Motley Fool February 9, 2007 Seth Jayson	Quick Take: Ignore the Millionaires If you think the markets will return 6%, why on Earth would you take on the risk, especially when you can get 5% from bank deposits?
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 September 2007 Lewis Schiff	The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years.
Financial Planning June 1, 2008 Elizabeth O'Brien	Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments.
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.
The Motley Fool September 9, 2010 Selena Maranjian	Retire Rich While Others Work Forever Don't freak out about retirement -- take steps to secure it.
Bank Technology News September 2002 Elizabeth Logue	Wealth management: Advisors Finally Waking Up to the Internet's Useful Influence Bucking the market once again, Charles Schwab is doing the unthinkable: encouraging financial advisors to use the Internet to service affluent customers.
Financial Planning June 1, 2012 Ackermann et al.	Hot Topics Ultrawealthy increase allocation to aternative investments... Independent broker-dealers struggling to survive... LPL nabs $560M team...
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.
On Wall Street December 1, 2012 Mason Braswell	Millionaires Clamor for Safety as New Year Approaches With the threat of the fiscal cliff and other uncertainties, wealthy investors are speeding up recognition of gains and taking other defensive measures.
The Motley Fool April 21, 2009 Dan Caplinger	Don't Let the Doomsayers Destroy Your Retirement Now more than ever, many investors don't believe that they'll have enough to be financially independent during their senior years -- and they're planning on taking some draconian steps to remedy it.
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. September 18, 2014 Megan Leonhardt	Increased Trust Drives HNW Investors' Increased Risk As the markets provide room to run, wealthy investors' trust and confidence in their wealth managers and firms is on the rise -- as well as their appetite for growth-based investing.
Financial Planning April 1, 2006 Marshall Eckblad	White Paper: The Young and the Wealthy As the financial services industry learns to surf the crashing baby boomer wave, a hefty number of professionals may end up on shore if they fail to pay attention to the attitudes of younger investors.
Financial Planning September 1, 2012 Marsh et al.	Hot Topics Investors fret about retirement finances... Women face retirement income glass ceiling... Millionaires bullish on economy's future, despite real estate woes...
Investment Advisor April 2007 Lewis Schiff	The Wealth Boom Americans are on the brink of a wealth boom that may dramatically change the financial advisory business. The challenge is to understand these wealth boomers and decide how to profit from them.
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.
Financial Planning November 1, 2012	Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
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.
Financial Planning November 1, 2009 Brian Gaffney	Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.
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 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.
Financial Advisor November 2003 Grove & Prince	Products America's Senior Executives Use And Want The wealthier they are, the more they want financial products designed for them.
The Motley Fool May 14, 2008 Chuck Saletta	Retire Rich -- in Any Economy How $13 a day and the power of compounding can help you persevere in tough times.
The Motley Fool April 14, 2004 Dayana Yochim	Size Doesn't Matter Honestly! It's the number of years spent building your nest egg that's most important.
On Wall Street February 1, 2011 Karen Wimbish	Working In Retirement: The New Normal Today, working in "retirement" appears to be the plan -- of necessity or of choice -- for a majority of middle-class Americans.
Investment Advisor October 2006 Kara Stapleton	Numerology The number of Americans covered by a government health insurance plan as of 2005 was 38.1 million... Americans age 55 who live to age 90 would need to have accumulated $210,000 (by age 65) to pay for insurance to supplement Medicare... etc.
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.
The Motley Fool November 22, 2006 Shannon Zimmerman	Your "Hidden" Portfolio You really do have more than you think. Simply throwing darts at your company's hodge-podge collection of funds is no way to tend to your nest egg.
Investment Advisor May 2007 Kara P. Stapleton	What Millionaires Value According to Fidelity Registered Investment Advisor Group's recently released survey, financial advisors play a critical role in helping millionaires meet their investment needs, but 30% of those wealthy surveyed do not currently use an advisor.
Financial Advisor July 2011 Jeff Schlegel	The Coming Retirement Wave Are Americans financially prepared for life after work?
Investment Advisor November 2009 Melanie Waddell	Danger & Opportunity: Crafting a Better Target Date Fund A conversation with Bob Reynolds about Putnam's revamped target date funds as well as the investing environment in general.
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.