Why Advisors Have Leverage Executive Recruiter Mindy Diamond explains why advisors, even those with as little as $100 million in assets under management, are in the driver's seat.
Global Investing and Correlation The speed of global information flow means advisors need to rethink how they create portfolios to avoid over-correlation.
Are Financial Advisors Failing Athletes? Austin Philbin, of Dynasty Financial Partners, explains why athletes are often led astray when it comes to finances -- and suggests how advisors can do a better job working with them.
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Executive Recruiter Mindy Diamond explains why advisors, even those with as little as $100 million in assets under management, are in the driver's seat.
John Rogers, president and CEO of the CFA Institute, discusses how financial advisors can help restore confidence in financial institutions through self-regulation.
For those in the financial services industry, the opinions and perspectives of affluent Americans - often referred to as the "mass affluent" crowd - are particularly important.
The more advisors know about these current and potential clients, the better they can serve them and bolster their assets under management.
These highly coveted clients, defined as adults aged 18 years of age or older living in households with at least $100,000 in annual household income, account for 25% (roughly 59 million) of the U.S. population.
Here's a closer look at what wealth managers need to know about this key demographic and what issues and concerns they?re grappling with today.
Sources: Stephen Kraus, chief insights officer of the Audience Measurement Group of Ipsos MediaCT, who also helps lead the Mendelsohn Affluent Survey. Spectrem Group?s June Affluent Investor Confidence Index.



