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Registered Rep. July 1, 2004 David A. Gaffen	More Rich People to Serve According to the annual World Wealth Report, prepared by Merrill Lynch and Capgemini, the number of high-net-worth investors worldwide rose to 7.7 million, a 7.5 percent increase, or a net 500,000 people.
Investment Advisor August 2005 Melanie Waddell	The Playing Field: Serving Mid-Tier Millionaires Mid-tier millionaires desperately want to reduce the complexity of managing their wealth and consolidate all of their financial needs under one roof. Can you help them?
Investment Advisor October 2005 Melanie Waddell	The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list.
Registered Rep. June 25, 2009 Christina Mucciolo	Go Figure, HNW Clients Lost Trust and Money in 08: Wealth Report Not surprisingly, last year's market took its toll on the wealthy, reducing assets, slimming their ranks and undercutting their trust in institutions associated with the market
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.
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.
Registered Rep. June 22, 2011 Charles Paikert	Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded.
Registered Rep. November 1, 2004 David A. Geracioti	Merrill Names Dallas Private Banking Head Mark Casey was moved to Merrill Lynch's new Private Banking and Investment Group office in Dallas, where he will oversee the so-called "Texas region" of that group.
Registered Rep. April 28, 2015 Megan Leonhardt	Millionaires Don't Know When to Quit Many wealthy investors keep working long after they need because of the continual shift in objectives and the need to maintain financial security.
Bank Technology News March 2011 John Adams	Self Service With An Edge When it comes to attracting wealth management clients, the new focus is entirely on control - specifically giving control to customers via electronic channels.
Registered Rep. September 4, 2013 Diana Britton	What Is Wealthy? Fifty percent of investors define wealth as having no financial constraints on what they do, while only 16 percent say it's about surpassing a certain asset threshold.
Financial Planning August 1, 2013 Charles Paikert	What the Rich Need Now Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Registered Rep. May 27, 2004 David A. Gaffen	High-End Investment Advice Grows Globally The private banking industry is growing at a level not seen since the late 1990s, reflecting not only an increase in the market but also an influx of new money into these firms.
Registered Rep. November 1, 2005 John Churchill	Doing More With What You've Got Despite increasingly fierce competition for the wealthiest clients, those with practices focused on the high-net-worth segment expect their practices to grow significantly in the coming years, according to a survey.
U.S. Banker March 2002 John Hackett	Wealth Management Leaders With profit-generating assets shrinking because of the decline in stock prices, some of the biggest players in the wealth management field are hurting. But all assert the future is rosy, at least for them. Many have doubts, however, about the outlook for other players...
Job Journal March 13, 2005 Marty Nemko	Quick Fix: Your First Million The Millionaire Next Door summarizes a survey of more than 700 millionaires and reveals that the secret to financial security may not be so mysterious after all. It's more likely to be found in a run-of-the-mill business.
Investment Advisor September 2007 Kara P. Stapleton	The Lap of Luxury Investing Luxury collectibles, jewelry, art, sports -- related investments (professional teams, racehorses), and other collectibles categories (wines, antiques, coins) have become an important portfolio allocation, according to the 2007 World Wealth Report.
Financial Advisor March 2004 Grove & Prince	Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions.
Financial Planning July 1, 2007 Kathy Gevlin	White Paper The study points out a number of attitude and behavior changes among surveyed high-net-worth individuals. For the first time in the survey's six-year history, with regard to investing, wealthy individuals care as much about return on assets as they do about preservation of assets.
Registered Rep. July 19, 2011 Charles Paikert	New Rankings: New York, Houston Shine As Wealth Management Hot Spots Wealth management firms who aren't doing business in the New York or Houston markets may be asking themselves why not.
Wall Street & Technology January 23, 2007 Greg MacSweeney	Mellon Focused on Bank of New York Merger and new Private Wealth Management Platform Mellon is looking to take advantage of the Bank of New York's international reach while launching a new platform that will transform the way wealth managers interact with ultra-high net worth clients' other advisors.
Registered Rep. February 2, 2011 Charles Paikert	Even The Rich Are Worrying About Retirement "There's a newfound feeling of vulnerability among wealthier clients," said Lyle LaMoth, head of U.S. Wealth Management for Merrill Lynch Wealth Management.
Registered Rep. December 1, 2002 Walter H. Zultowski	Who Wants a Wealth Manager? Are potential clients excited about the prospect of receiving wealth management services? And of those who are, what characteristics do they share? Phoenix, which specializes in this market, set out to answer these questions in a survey of the high-net-worth population.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
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.
Registered Rep. September 14, 2006 Kevin Burke	Merrill Opens More Boutique Branches For Ultra Wealthy; Now Recruiting Private Bankers The focus of the private banking unit is built on the premise that ultra-high-net-worth clients have different needs than those of the slightly less affluent.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
AskMen.com August 27, 2001 Michael Bucci	Are You Millionaire Material? Most people have a set image of what a millionaire is. Someone that wears a $10,000 Rolex and drives a BMW 540 series car. Sounds about right... right? Wrong. It turns out that the majority of millionaires in America are seemingly normal "guy next door" types...
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.
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. October 11, 2011 Charles Paikert	Behind U.S. Bank's Big Wealth Management Push U.S. Bank's aggressive bid to boost its wealth management business kicks into high gear this month with the opening of the first offices of Ascent Private Capital Management, the bank's new ultra-high-net-worth division.
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.
Financial Planning November 1, 2009 John J. Bowen Jr.	Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.
Registered Rep. February 1, 2006 Russ Alan Prince	Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market.
Registered Rep. April 1, 2008 Christina Mucciolo	Citi Reorganizes For Smith Barney Citigroup announces plans to reorganize its private bank and Global Wealth Management division into four separate units according to client wealth.
On Wall Street July 1, 2012 Lorie Konish	Global Wealth Makes Its Move Private wealth fell 0.9% to $38 trillion in North America in 2011, yet rose 10.7% to $23.7 trillion in the Asia-Pacific region. Welcome to the new reality of a so-called "two-speed world."
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.
The Motley Fool August 27, 2009 John Rosevear	These Stocks Could Make You Truly Rich Can you get wealthy -- really wealthy -- by holding stocks for a long time?
Registered Rep. September 18, 2014 Megan Leonhardt	Increased Trust Drives HNW Investors' Increased Risk As the markets provide room to run, wealthy investors' trust and confidence in their wealth managers and firms is on the rise -- as well as their appetite for growth-based investing.
Investment Advisor October 2006 Savita Iyer	Stepping Into The Great Wide Open An open architecture approach is allowing big banks to compete with private banks for the wealthiest clients.
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.
Wall Street & Technology August 27, 2004 Fran Denmark	United, We Stand A consolidated view of clients' holdings may be the Holy Grail of investment management, but is Wall Street ready?
Financial Planning January 1, 2007 John J. Bowen	It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen.
Registered Rep. June 9, 2014 Megan Leonhardt	Costs Weigh Down U.S. Wealth Business U.S. and Canadian brokerages continued to have the most cost-intensive wealth management model, leading to relatively flat profit levels.
Financial Advisor February 2004 Grove & Prince	Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.
Bank Technology News February 2003	By the Numbers Millionaires have become a lot more particular when making financial decisions. And many of their behavioral changes can be linked to a generational shift that's seen more of North America's youth catapult into the rich category in the last three years.
Registered Rep. June 15, 2015 Ryan W. Neal	Markets Push Rise In Wealth; New Money Is Scarce North America is still the largest and most developed wealth market in the world, with wealth growing 5.6 percent in 2014.
Financial Planning July 1, 2005 Kathy Gevlin	Adviser Pulse Although the market is driving the investment industry toward a more holistic wealth-management approach, the transition itself needs to be carefully managed.