First, the good news. A decade marked by low interest rates, increasing property values, and a forward-moving economy has churned out millions of affluent Americans, or those with between $100,000 and $3 million to invest.

Now, for the bad. Of the 660,000 wealth advisors in this country, few focus on the mass affluent market, leaving millions of Americans with few places to turn for investment guidance.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.