Bank Investment Consultant

Mass Affluent

• SunTrust Debuts New Retirement Planning Tool

  May 18, 2012

  The new Retirement Income Navigator is a three-step process designed to help investors withdraw money from retirement accounts in a more tax-efficient way.

• Wilmington Trust Expands in Washington, D.C.

  May 7, 2012

  In a push to expand its presence in Washington, D.C, and Richmond, Va., Wilmington Trust has tapped industry veteran William T. LaFond to head up its wealth advisory business in those markets.

• Bank of the West Ramps Up Services for Wealthy Clients

  May 7, 2012

  In another move to ramp up its services to affluent and high-net-worth clients, Bank of the West has formed a team dedicated to helping its wealthiest customers with their personal real estate lending needs.

• More Mass Affluent Delay Retirement, Look to Get Back on Track

  April 30, 2012

  More than half of mass affluent Americans (57%) plan to push back their retirement, up from 42% in January 2011.

• LPL Aims for Fee-Based Advisors with New Unit

  April 19, 2012

  LPL's New Venture will be structured to support advisors who could run the gamut from college graduates to career changers.

• Wilmington Trust Widens Access to Alternative Investments

  April 11, 2012

  Even not-so-wealthy clients now have a chance to participate in alternative investments, courtesy of a new mutual fund with a minimum investment of $1,000 from Wilmington Trust.

• Millionaires and Mass Affluent Bullish on the U.S. Economy

  March 29, 2012

  Millionaire as well as mass-affluent households in the U.S. are markedly more optimistic about the economy than they were just two months ago.

• Merrill Seeks an Edge for Mass Affluent Clients

  March 16, 2012

  The "mass affluent" service of Bank of America has launched "co-browsing" and speech analytics projects to improve the interactive experiences of clients of its 750 financial advisors in call centers and 600 in banking centers.

• Mass Affluent An Untapped Market for Banks and Credit Unions

  March 6, 2012

  Banks looking to boost their profits are missing the boat on a big opportunity: marketing investment and insurance products to mass-affluent households.

• Update: Bank of America Launches New Program for Emerging Affluent Investors

  March 1, 2012

  Bank of America has added a new investment offering to its Merrill Edge program for mass-affluent investors.

• Bank of America Launches New Program for Emerging Affluent Investors

  February 29, 2012

  Bank of America has added a new investment offering to its Merrill Edge program for mass-affluent investors. The new offering — called Merrill Edge Select Portfolios — provides customers with access to actively managed, diversified portfolios and is aimed at the “middle class and the emerging affluent investor,” the bank said. The minimum investment is $20,000.

• Banks to Mass Affluent: Wanna Dance?

  February 1, 2012

  The ranks of the mass affluent are much bigger in number and in greater need of financial guidance than high-net-worth investors.

• ML Survey: Affluent Investors Eyeing Volatility, Unemployment

  January 25, 2012

  Affluent investors looking for market cues to invest more toward their retirement this year are most watching stock market volatility and improvement in the job market, according to preliminary results from a Merrill Lynch semiannual survey.

• BofA Sees Growth in Mass Affluent Group

  December 2, 2011

  Bank of America Corp.'s relatively new wealth-management unit for mass-affluent consumers is on target to meet growth goals, despite recent shakeups at the company's broader retail bank.

• Mass Affluent Investors Say They Are Not Wealthy: Report

  November 29, 2011

  Many mass affluent investors have not seen their financial situations improve in the past year and list not saving more toward their 401(k) plans and children’s college funds as top regrets, according to a new report released by Bank of America.

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