Wealth Market Reports

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Ethnic Segmentation Series - Financial Attitudes and Concerns

This report includes investors with $100,000 of annual income and greater in each of the ethnic segments. The data is compared to the responses of similar income levels in the overall affluent U.S. population. This report will assist financial services firms in developing marketing. 

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Ethnic Segmentation Series - Using Social Media and Mobile Technology in Financial Decisions
Ethnic Segmentation Series - Advisor Relationships and Changing Advice Requirements

Advising the Affluent Lesbian, Gay, Bisexual and Transgender Investors