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Keyword: Affluent investors

82 results found
old way, new way

Implement these five steps to better serve affluent clients

business chart showing financial success

Markets for both private debt and private equity have swelled over the last decade

Partners discussing new plans

Investors admitted to being biased toward information that's recent and readily available, Cerulli research suggests

  • By: IE Staff
  • October 14, 2021 October 14, 2021
  • 14:03
growing wealth

Wealthy investors rely more on professional advice, study finds

Female advisor meeting with male client at hotel lobby

A report outlines ways advisors can better serve HNW investors

  • By: IE Staff
  • June 20, 2019 October 31, 2019
  • 13:08
3679756 - orange stock market world economy abstract background

Survey finds 51% are optimistic about global economic prospects

stock exchange graph

Management fees have been reduced by an average of 25%

  • By: IE Staff
  • April 8, 2019 October 17, 2019
  • 16:50
blur or defocus image of the lobby of a modern art center

Collectors are motivated by a desire to support arts and culture

last will and testament waiting to be filled and signed

Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

  • By: Leah Golob
  • January 30, 2018 October 31, 2019
  • 12:20
Is your communication program up to snuff?

The trend is being driven by wealthier clients, who believe that traditional human advisors don’t provide “sufficient value,” new Accenture report finds