Investors today are required to pay close attention to events and announcements that come from the government. The new tax laws obviously impact investment decisions, and the partisan politics which have such a strong hold on American government can impact the economy as well.

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.  

Educating Millionaires tests the knowledge investors have regarding various investment products. Their knowledge (or lack thereof) is then compared to their perceived knowledge level as well as the actual investments they own. They are quizzed on their understanding of mutual funds, exchange-traded funds, hedge funds, annuities and other familiar products. 

For many households, receiving an inheritance is a tipping point on whether to engage a financial advisor.  With this influx of money comes questions, concerns and opportunities for which investors may seek the expertise of a financial professional.  

How are the assets of the Mass Affluent investor vdistributed?  What are their biggest expenditures throughout the year? 

How are the assets of the Millionaire distributed?  What are their biggest expenditures throughout the year? 

How are the assets of the UHNW distributed?  What are their biggest expenditures throughout the year? 

You've seen the headlines:  "The Great Wealth Transfer Has Started".  
As the Baby Boomer generation ages over the next several decades, a reported $30 trillion in assets is forecast to be transferred to their Gen X and Millennial children.  Advisors and providers face unprecedented challenges and opportunities to keep these assets "in-house".  

Professionals undergo years of schooling and tens of thousands hours of rigorous training and testing to attain their expertise.  But being an expert in medicine, law or accounting does not necessarily correlate to being an expert in financial planning and investing.  For these services, Professionals turn to those in that specialty - financial advisors.  They expect their financial advisors to be as knowledgeable about investing and financial planning as they are in their own area of expertise. 

What do the UHNW expect from their advisor relationships?  What types of planning do they want their advisors to discuss?