2017 Mass Affluent Investor - Asset Allocation, Portfolios and Primary Providers
How are the assets of Mass Affluent investors distributed?
What comprises the portfolios of the Mass Affluent investor? Are they more heavily invested in fixed income, alternatives or equities?
Which providers do they find to be the most trustworthy, innovative or talented?
What are their biggest expenditures throughout the year?
Why should you purchase this report?
- Discover the distribution of assets of investors with $100K to $1 million in net worth (not including their primary residence).
- Uncover which providers they feel they are most likely to increase their use of and which they feel have the most talented advisors and staff.
- Gather information on how they intend to invest over the next 12 months.
- Increase your knowledge of their spending habits.