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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 Advisor July 2008 Marla Brill	Keeping Millionaire Clients Happy Millionaire investors are worrying more about the market than they used to. Here are some suggestions to keeping their worries grounded.
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 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 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.
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 June 2008 Kara P. Stapleton	Involved Pentamillionaires A recent survey offers some insight into how America's six million millionaires make their investing decisions.
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.
Financial Planning September 1, 2010 Paul Menchaca	Who's Wealthy Now? During today's sluggish recovery from a deep economic recession, the simple fact is that fewer americans, even the rich ones, are immune to financial stress.
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.
Investment Advisor April 2009 Lewis Schiff	Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.
Registered Rep. May 6, 2007 Christina Mucciolo	More Millionaires Investing on Their Own, Study Says There are a lot of millionaires in the United States. More than ever, in fact, according to recent research. But are they turning to financial advisors for help? Well, yes, and no.
Financial Advisor June 2010 Evan Simonoff	Clients' Singular Obsession Why the unemployment rate matters so much to your clients.
Financial Planning November 1, 2006 John J. Bowen	Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.
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. October 1, 2005 Stan Luxenberg	Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits.
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.
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 April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.
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.
Financial Advisor June 2008	Frontline News News: As the number of financial advisory players shrinks, recruiting intensifies... Pomering to run Moss Adams' RIA unit... Pershing advisor solutions sets exec committee... Larger taxable distributions on mutual funds... etc.
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 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.
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 May 2005 Shaw-Grove & Prince	Taking the Pulse of Affluent Investors A recent survey reveals that millionaire investors have changed their thinking over the past four years and have lost faith in their financial advisors.
Financial Planning May 1, 2005 Paramjit Mahli	Adviser Pulse Affluent investors need more tax planning advice.
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.
Bank Technology News February 2003	By the Numbers Millionaires have become a lot more particular when making financial decisions. And many of their behavioral changes can be linked to a generational shift that's seen more of North America's youth catapult into the rich category in the last three years.
Financial Advisor August 2005 Grove & Prince	The Affluent And The Federal Estate Tax For America's taxpayers and the politicians who represent them, few issues are as controversial and contentious as the federal estate tax.
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.
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.
Registered Rep. December 3, 2003 John Churchill	Wealthy Investors Fleeing Mutual Funds A new report conducted before the current wave of scandals shows that wealthy clients have been steadily reducing their holdings in mutual funds for the past two years.
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 Advisor August 2007 Grove & Prince	Corporate Executives Need Special Treatment Corporate executives can bring important growth opportunities to their advisor -- a long-term relationship filled with changing needs and expanding wealth, and access to their colleagues who may have similar needs and priorities.
Financial Planning April 1, 2011 Donna Mitchell	Hot Topics Hot topics for advisors: Social Media Graces... Mass Affluence Angst... Average 401(k) Highs...
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.
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 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.
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.
BusinessWeek December 10, 2009 Lewis Braham	Stocks vs. Bonds: Tax Strategies, State by State For wealthy investors, especially those living in states with high income taxes, tax-exempt municipal bonds could be a better play than stocks.
Financial Advisor June 2008 Grove & Prince	Survival Of The Fittest Whatever plateau your advisory business may have reached, whatever ceiling you might have bumped up against -- now is the time to blast off or blast through.
Investment Advisor July 2008 Kara P. Stapleton	Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors.
Financial Advisor November 2005 Grove & Prince	A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.
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.
U.S. Banker September 2002 Matthew de Paula	As Markets Wither, the Millionaire's Club is Flush The number of millionaires around the world actually looks to be growing despite drought-like market conditions.
Financial Advisor April 2009	Frontline News Fiduciary Fracas... LPL Seeing Explosive Recruiting Growth... A Swiss Miss... Millionaire Population Shrinks in '08... Correlation Overpowers Diversification... Another Downturn Casualty: Divorce...
Registered Rep. November 3, 2010 Diana Britton	Merrill Lynch: Affluent Investors Remain Conservative Despite Positive Outlook According to the latest Merrill Lynch Affluent Insights Quarterly, 39 percent of affluent Americans described themselves as having a low investment risk tolerance.
The Motley Fool January 4, 2008	Want to Be a Millionaire? The key to accumulating wealth is to consistently spend less than you earn over time. How obvious and simple in concept, yet difficult in practice!