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Registered Rep. May 25, 2005 John Churchill	Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004.
Investment Advisor July 2007 Kara P. Stapleton	Moving On Up According to a new report, the number of U.S. households with a net worth of $5 million or more, not including a primary residence (NIPR), rose to a record 1.14 million in 2006. Financial advisors, take note.
Registered Rep. March 1, 2005	The Women Are Getting Richer The number of women with at least $500,000 in assets grew 17% from 1996 to 2000.
Registered Rep. May 6, 2007 Christina Mucciolo	More Millionaires Investing on Their Own, Study Says There are a lot of millionaires in the United States. More than ever, in fact, according to recent research. But are they turning to financial advisors for help? Well, yes, and no.
Investment Advisor February 2009 Kara P. Stapleton	Losing May Mean a Move to Cash A new report for the advisory industry finds the wealthy are changing their retirement plans.
Financial Planning May 1, 2008 Stacy Schultz	Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report.
U.S. Banker June 2011	More, More, More The total wealth of millionaire households is on track to balloon in the next decade, but most of that will be outside of the U.S.
Registered Rep. February 1, 2005	So Whose Fault Is That? In a survey of nearly 800 affluent investors by PNC Advisors, about half worry their children will grow up feeling entitled.
Investment Advisor May 2008	Whither Client Loyalty? Are you certain that your clients will follow you where'er you roam? According to new research by Spectrem Group, clients may not be as steadfast as Mary's little lamb.
Investment Advisor June 2008 Kara P. Stapleton	Involved Pentamillionaires A recent survey offers some insight into how America's six million millionaires make their investing decisions.
Registered Rep. March 22, 2013 Matt Oechsli	What Women Want When Shopping for an Advisor Affluent women are now more involved in major purchase decisions than ever before. Here's what they're looking for in an advisor.
Financial Planning June 1, 2007 Elizabeth O'Brien	White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor.
Financial Advisor November 2005 Grove & Prince	A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.
The Motley Fool April 11, 2008 Selena Maranjian	Millionaires: An Endangered Species? Will you find yourself out of luck in your quest to become a millionaire? Or do you still have time to invest like one and become one?
Financial Planning June 1, 2008 Elizabeth O'Brien	Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments.
Investment Advisor May 2008 James J. Green	How's It Playing in Peoria? Several recent measures of advisor and client sentiments portray a significant lack of confidence in both the current state and the near-term outlook for the markets and the economy.
Investment Advisor March 2008 Kara P. Stapleton	Web-Savvy Seniors A new study shows that affluent older Americans are taking more financial action online.
Registered Rep. April 1, 2007 Matt Oechsli	Trust Me The affluent are looking for an unbiased professional -- someone they trust -- to guide them through the complexities of today's financial world. They want the financial services equivalent of a family doctor.
Investment Advisor March 2006 Kathleen M. McBride	Return of the Broker? Full-service brokers are regaining favor among affluent investors, according to recent study. However, it looks like they still have a way to go keep clients satisfied.
Investment Advisor May 2006 Ryan G. Murphy	Numerology Nearly 60% of American millionaire households get investment advice from a professional advisor and more than half of these households have become more conservative in their investing approach over the last year, according to a report.
AFP eWire June 4, 2007	Millionaires Gave More in 2006, but Is Philanthropic Interest Waning? Two recently released studies provide contrasting data about whether millionaires will give more in 2007 than in 2006 and if their interest in charitable giving is on the decline.
Registered Rep. February 23, 2010 Jerry Gleeson	Rich Are Feeling the Pinch, Says Poll High-income households may be as worried about their financial health as less affluent households, a survey of American savings habits suggests.
Registered Rep. March 15, 2012 Matt Oechsli	The Affluent Relationship Shift (2nd Macro Shift) How important do you think it is for support personnel to be involved in helping manage the business and social components of client relationships?
Financial Advisor October 2005 Grove & Prince	Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads.
Financial Planning January 1, 2009 Stacy Schultz	Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals.
Registered Rep. April 25, 2013 Matt Oechsli	Friend Me The Oechsli Institute's 2013 Affluent Investor Research paints a very clear picture: Today's affluent investor insists on having a business and personal relationship with their financial advisor.
On Wall Street April 1, 2013 Margarida Correia	Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.
Investment Advisor July 2008 Kara P. Stapleton	Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors.
Financial Planning December 1, 2009 Mitchell & Menchaca	Parity With Brokers For the first time ever, the number of mass-affluent investors who are taking advice from independent financial planners is the same as those who work with full-service brokers.
Financial Planning November 1, 2006 John J. Bowen	Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.
Registered Rep. October 29, 2015 Matt Oechsli	Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts.
Investment Advisor February 2008	The Race to "Rich" How much money does it take before you are rich? Even better, how much does it take to feel rich yourself? A recent survey asked that question. Read on to see the answers.
Registered Rep. October 12, 2011 Boswell & Nichols	You Seem Pretty New at This... There are a few areas that new advisors can control to help deemphasize their youth and inexperience.
Registered Rep. June 13, 2012 Matt Oechsli	Prospect Facetime: Five Affluent Faux Pas To Avoid Don't be afraid to sell, but mind these pitfalls.
Registered Rep. November 5, 2012 Matt Oechsli	Speaking the Same Language For affluent women, communication with their financial advisor is key. Here's how to speak the same language.
Registered Rep. March 1, 2013 Matt Oechsli	Are You an Elite Advisor? The Oechsli Institute recently conducted its annual advisor survey to discover just that. The research shows what today's affluent clients expect from a financial advisor and what advisors are doing to meet these expectations.
Registered Rep. June 1, 2005 Matt Oechsli	The 12 Steps to Success Interviews with successful high-net-worth advisors has helped us to create this process of a dozen steps that, when properly applied, serve as a blueprint for acquiring and keeping wealthy clients.
Trusts & Estates January 22, 2002	Face-to-face beats online for money advice to wealthy The affluent trust investment professionals, but still research their advice online.
Registered Rep. March 1, 2005 Matt Oechsli	A Recipe for Failure Somewhere, somehow, some high-net-worth advisors are making serious, but easily remedied, missteps. Are you one of them?
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Financial Advisor May 2005 Shaw-Grove & Prince	Taking the Pulse of Affluent Investors A recent survey reveals that millionaire investors have changed their thinking over the past four years and have lost faith in their financial advisors.
Investment Advisor February 2009 Kara P. Stapleton	Who's Investing Where? A new report for advisors finds nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these assets has declined since 2001.
Registered Rep. March 1, 2012 Matt Oechsli	The Affluent Gender Shift A strong case can be made that it's becoming a woman's world. Today's affluent women are taking a much more active role in virtually every aspect of their family's finances.
Registered Rep. July 23, 2003 Nigel Goodman	Servicing Your HNWs A recent Fidelity Investments survey shows that affluent clients will still replace their advisors if they are not meeting portfolio goals. Predictably, the survey encourages advisors to become more attentive to the needs of their affluent clients.
Registered Rep. April 1, 2005 John Churchill	Wealth + Apathy = Opportunity The good news for high-net-worth hunters: A large subset of affluent clients --- self-directed investors --- tend to be nonplussed by their current advisory relationship.
Registered Rep. December 15, 2011 Diana Britton	Want to Outperform in 2012? Fire Some Clients The fastest-growing advisors in 2012 are likely going to be those who can become more calculated and deliberate about the types of clients they do business with.
Financial Planning June 1, 2008 John J Bowen Jr	Help From My Friends Here are some of the most important issues to consider when working with a financial institution.
On Wall Street November 1, 2011 Michelle Lodge	Five Questions With Patrick Kennedy So-called sympathy pricing, or discounting, of transactional trades runs rampant in the full-service brokerage industry, says Patrick Kennedy, co-founder and VP, product and technology, for the intelligence-solutions firm PriceMetrix.
Registered Rep. November 1, 2005 Matt Oechsli	Successful Prospecting Habits Current research clearly states that affluent Americans are searching for a trusted "go-to" financial coordinator, but they do not know where to look or whom to trust. Here's what advisers can do to win these sought-after clients over.
Registered Rep. September 30, 2014 David Armstrong	Editor's Letter: October 2014 The wealth inequality gap is not between rich and poor, it's between the high-net-worth households and everyone else, including the middle class, who have not seen a significant increase in their middling net worth in over a decade.