Attitudes and Behaviors of Mass Affluent Investors 2013 Quarter 1
For many Mass Affluent investors, the 2008 economic collapse was a turning point. How did it affect their risk tolerance, investment preferences, and retirement readiness? What do financial advisors need to know to meet their needs and unique challenges?
2013 Mass Affluent Investor: Changing Investor Attitudes and Behaviors is an essential resource and tool for financial service professionals to open communications with this underserved market segment (with a net worth of $100,000 to $1 million, not including primary residence) who are less likely than Millionaires to seek out a financial advisor.