Concrete knowledge about the affluent can be elusive. To provide a clearer picture, our two firms — CEG Worldwide and WealthEngine — partnered to collect and analyze extensive data drawn from dozens of public and private sources.
The resulting report looked deeply at key demographics of the affluent, along with broad context on their finances, interests and lifestyles.
The chart below has the highlights.
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The wealth program at Kinecta Federal Credit Union is changing brokerage, RIA and custodian as the industry fights for recruits of all sizes in the channel.
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