Whitepapers

Spectrem's Marketing Wealth Management to Ethnic Investors White Paper

This white paper delves deeply into the attitudes ethnic investors have toward their advisors.  Looking specifically at Hispanic, Asian and African-American investors, this white paper details how ethnic investors feel about wealth management, what ethnic investors expect from wealth management services and how their relationship with an advisor can change over time.     

 

Reports You Might be Interested In: 

Effective Communication Techniques for Attracting and Retaining Current and Next Generation Clients

Client Loyalty Among Affluent Investors

Why Investors Switch Advisors


Articles You Might be Interested In: 

Ethnic Investors and Knowledge of Investment

Ethnic Investors Examine Wealth Management

Affluent Ethnic Investors and Wealth Management Services

Minorities and Investing: What Financial Advisors Need to Know

 

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Spectrem's Marketing Wealth Management to Ethnic Investors White Paper