NEW YORK -- The average high-net-worth investor is changing and that spells a significant opportunity for advisors.
There is fierce competition for a small slice of the pie, Christine Gaze, the director of practice management TD Ameritrade, said at the Women Advisor Forum on Wednesday. According to Cerullis research, 316,109 financial advisors are competing for 206,000 investors that have more than $10 million in investable assets.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access