Wealth Market Reports

Mass Affluent Investors 2017 - Using Social Media and Mobile Technology in Financial Decisions

This study examines investors with $100,000 - $1 million in net worth (not including their primary residence) - the Mass Affluent Investors.   How do these wealthy investors use social media and mobile technology?  Do they utilize these platforms for gathering financial information, or to perform financial transactions?   Do they wish to communicate via social media or mobile technology with their advisor? 

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Get Schooled on Educators

Teachers are in a class by themselves. “Teaching,” the old saying goes, “We’re not in it for the income. We’re in it for the outcome.” Financial advisors can provide invaluable assistance to teachers in obtaining the greatest financial outcome from that income.

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 Financial Behaviors and the Investor's Mindset - 2017 UHNW Investor

The attitudes, behaviors and concerns of the Ultra High Net Worth Investor (those with $5 million to $25 million of investable assets, not including their primary residence) are discussed in this report.  Topics include: personal and national concerns, retirement planning and concerns, federal tax brackets and household income, and much more.

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2017 Market Insights Report

Affluent Market Insights provides managers and decision-makers tools which can help shape a firm’s vision and aid in the determination of where to spend development dollars.  It is an indispensable tool profiling the state of the market and how investor demographics, preferences and behaviors have changed in a world economic environment where markets are volatile and uncertainty prevails.  

 

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Wealthy Investors' Usage of 529 Plans

For many investors, the moment a child is born, thoughts about funding that child’s college education come to mind. However, for many Americans, the cost of attending college can be daunting.  For some even prohibitive. Parents from all walks of life save money from the day their child is born in order to pay for the seemingly exorbitant cost of a college education.

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