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High Net Worth
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Gallup: Consumer Confidence Decoupled from Consumer Spending
March 10, 2010Prospects and clients might say they're feeling upbeat about the economy, but their money isn't talking.
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Millionaires Increased in 2009
March 9, 2010The number of U.S. households with a net worth of $1 million or more, not including primary residence, increased 16% to 7.8 million last year, according to a report released Tuesday.
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Jet Set: Beat the Bank with Family Loans
March 9, 2010All-time low interest rates and tight credit could make the family bank the lender of choice for the wealthy.
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In the Game: The New Affluent Mind
March 5, 2010Do you know what your clients want? If not, there’s a good reason: The affluent mind has changed.
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How Can Advisors Attract Wealthy Customers?
February 23, 2010As more affluent individuals lose faith in their advisors opportunities arise for strong wealth managers to scoop up new clients.
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States Swing Into Estate Tax Debate
February 4, 2010The repeal of the federal estate tax has left planners trying to provide band aids to help their clients navigate some ambiguous terrain.
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Jet Set: Sales on the High Seas?
February 2, 2010Yacht prices, hit hard by the recession, are creating the perfect storm for a buyers’ market.
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Shunning Transactions, Colorado Bank Builds Wealth Assets
February 2, 2010The Colorado bank's wealth management practice is operated like a boutique high-net-worth independent RIA.
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Spectrem: Affluent Confidence Rises Slightly
January 27, 2010Millionaires retained their neutral stance.
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WealthTouch Expands Amid Family Office Consolidations
January 27, 2010Ultra-high-net-worth families have given the firm a big cash infusion
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Jet Set: Will Your Estate Survive the Kids?
January 26, 2010Playing a role in preparing heirs is a key way for advisors to distinguish their businesses, be more visible among centers of influence, get client referrals and maintain heirs as clients.
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Goldman Sachs Boosts Assets in Fourth Quarter
January 21, 2010However, the full year results for the division weren’t quite so rosy.
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Survey: Affluent Becoming More Conservative
January 14, 2010The recession has sent even the wealthiest Americans running for cover, as affluent investors worry about their financial security.
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The Biggest Loser: Wirehouses?
January 11, 2010Regionals and trust companies are well positioned to gain client assets.
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Fidelity Gift Fund Reports Year-End Giving Rush
January 11, 2010Contributions in the form of appreciated securities represented 43% of the fund’s total contributions last year.
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