Partnership with Benefaction Foundation lets clients build a legacy of giving in a tax efficient manner
Million-dollar clients don’t want heroics; they want a trusting relationship (IE:TV)
The wealthy are interested in relationships rather than transactions
Account offers seamless cross-border banking
Citi Smith Barney says that its latest poll of wealthy U.S. investors suggests that they are feeling increasingly positive about the current investment environment.“While wealthy investors continue to feel the impact of an unpredictable market, recent gains in the Dow Jones Industrial average appear to be comforting investors’ feelings regarding the long-term health of the […]
Industry faces a challenge in restoring its popularity among important segment
Multi-trillion dollar opportunity for industry, says TowerGroup
Important client group unimpressed by seminars and newsletters
Spectrem Group said that investors’ outlook brightened in September, according to its research. The firm said that its Spectrem Affluent Investor Index advanced in September, as concerns about inflation and oil and gas prices eased. The index, which measures the investment outlook of households with US$500,000 or more in investable assets, had been in a […]
Index sits just above all time low