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The Motley Fool
December 20, 2006
Mary Dalrymple
The Thrifty Millionaire Not all wealthy people are the big spenders that you might imagine. The wealthy get there through hard work, planning, and financial discipline. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 28, 2006
Tim Beyers
How to Get Rich Do you have what it takes? Spending $5,000 on a pet armadillo named Sherman is no way to get rich. Conversely, investing smartly in stocks, bonds, and mutual funds increases your chances greatly. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
ifeminists
November 4, 2003
Bill Winter
The Economic Wisdom of Joe Millionaire Joe Millionaire is, in fact, a profound morality tale and a no-nonsense economics lesson. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 17, 2004
Dayana Yochim
Who Is Average Joe Millionaire? Statistics on your average millionaire and details about their lifestyles. mark for My Articles similar articles
Investment Advisor
April 2008
Bob Clark
No More Mr. Nice Guy It appears independent advisors may be changing, and not necessarily for the better. mark for My Articles similar articles
Financial Planning
February 1, 2011
Allan S. Roth
Savers and Spenders What makes some people focus on squirreling away a large nest egg, while others are hopelessly oblivious to reminders to save and end up in debt? It turns out that the psychology of saving is complex, and surprisingly little research has been published on the subject. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 20, 2004
Selena Maranjian
Few Self-Made Millionaires Many millionaires admit that they couldn't have done it without others. mark for My Articles similar articles
Fast Company
March 2003
Polly LaBarre
How To Lead a Rich Life (Revised and Updated for a Poor Economy) Can money buy happiness? What is the measure of true wealth? Why do so many people with high incomes have such limited assets? A values-driven guide to mastering the Money Issue. mark for My Articles similar articles
The Motley Fool
January 4, 2008
Want to Be a Millionaire? The key to accumulating wealth is to consistently spend less than you earn over time. How obvious and simple in concept, yet difficult in practice! mark for My Articles similar articles
Investment Advisor
May 2007
Kara P. Stapleton
What Millionaires Value According to Fidelity Registered Investment Advisor Group's recently released survey, financial advisors play a critical role in helping millionaires meet their investment needs, but 30% of those wealthy surveyed do not currently use an advisor. mark for My Articles similar articles
Registered Rep.
June 7, 2011
Charles Paikert
Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
June 1, 2003
Brian MacKenzie
Highly Effective Habits Of Millionaires The Armani suit, Gucci glasses and flashy roadster may have you looking like a million bucks, but do you know how to actually attain it? There is a certain financial and business mentality that's common in most self-made millionaires, and it's a mentality worth adopting. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Planning
June 1, 2011
George H. Walper Jr.
The Worried Wealthy Surprisingly, few multimillionaires see themselves as "very wealthy." Much like the rest of us, they fret about the economy, the federal deficit, taxes and health care. mark for My Articles similar articles
The Motley Fool
February 6, 2007
Tim Beyers
Is the Market High? Don't let economists dictate your portfolio. One-up them instead by regularly adding new money to stocks that pay you, and then reinvesting the proceeds. mark for My Articles similar articles
Registered Rep.
April 1, 2007
Susan Konig
Finding the Hidden Millionaires Many financial advisors may be overlooking today's breed of millionaire, who is more likely to drive a Camry than a Caddie. mark for My Articles similar articles
The Motley Fool
January 3, 2008
Dan Caplinger
How You Can Be a Millionaire All this month, we'll give you tips on how to make $1 million, and what to do with it once you get it. mark for My Articles similar articles
Investment Advisor
May 2009
Jeff Joseph
Venture Populist: Chaos = Opportunity (Oh, please) Will advisors revisit their mantras or continue to tout the same asset-allocation models that have so devastated their portfolios? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2008
Grove & Prince
Jump On The Bandwagon How will the growing number of middle-class millionaires affect the financial planning industry, and provide advisors with a possible key to enhanced growth and profitability. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
July 2009
James J. Green
Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought. mark for My Articles similar articles
The Motley Fool
June 28, 2007
John Rosevear
The Secret Key to Wealth Five words that will bring you riches: Spend less than you earn. mark for My Articles similar articles
Financial Advisor
July 2007
Bruce W. Fraser
Fortune's Fortress A new book reveals the secrets of dealing with the uberwealthy of the hedge fund community. mark for My Articles similar articles
Wall Street & Technology
August 22, 2005
Maria Wakem
Millionaires Seek Virtual Services A new report reveals that the most efficient way for financial institutions to tap the underserved market of midtier millionaires is through the adoption of virtual service networks. mark for My Articles similar articles
U.S. Banker
September 2002
Matthew de Paula
As Markets Wither, the Millionaire's Club is Flush The number of millionaires around the world actually looks to be growing despite drought-like market conditions. mark for My Articles similar articles
Financial Advisor
September 2005
Grove & Prince
The Affluent And The Estate Tax The affluent are far from unanimous when it comes to the state and the fate of the estate tax, especially when they're segmented by their source of wealth into those who made their millions and those who inherited their money. mark for My Articles similar articles
Registered Rep.
July 1, 2006
Kristen French
Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June. mark for My Articles similar articles
Financial Planning
December 1, 2011
Paul Schervish
Why Give? When planners help clients manage their wealth, it is important to help them recognize the deep emotional sources of philanthropy. mark for My Articles similar articles
Financial Advisor
August 2006
Grove & Prince
Global Citizens This is the first of a two-part series based on the authors' new white paper, offering psychographic information to financial advisors who target high-net-worth individuals. mark for My Articles similar articles
The Motley Fool
August 7, 2007
Rich Duprey
The Million I Never Made You can do it! When it comes to investing, do it early, do it often, do it always. Then you won't have to say that you could've been a millionaire. mark for My Articles similar articles
Registered Rep.
October 18, 2011
Charles Paikert
Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it. mark for My Articles similar articles
Registered Rep.
August 1, 2005
John Churchill
Rich Brands, Poor Brands Wealthy clients are very familiar with wirehouse brand names -- a sign that the industry's heavy marketing is paying off. But when it comes to rating the actual services that firms deliver, wealthy clients favor boutique trust firms and private banks. mark for My Articles similar articles
Registered Rep.
January 27, 2011
Charles Paikert
Consumer Confidence Rising, But Investors Still Skittish Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren't completely on board yet. mark for My Articles similar articles
Financial Advisor
January 2007
Mitch Anthony
The Paradox of Plenty To better connect with your financial advisory clients and empathize with their walk into and through the building of wealth, you need to be able to relate to the emotional tensions they may be experiencing. mark for My Articles similar articles
The Motley Fool
February 8, 2007
Mary Dalrymple
Borrow Like the Rich Knowing your approximate level of debt can help you make decisions about whether a major purchase financed by debt is good for your overall wealth. mark for My Articles similar articles
Investment Advisor
July 2007
Melanie Waddell
Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks. mark for My Articles similar articles
The Motley Fool
October 10, 2006
Jim Mueller
A Million-Dollar Road Map Turn a couple of dinners a month into wealth. Seriously, you can be a millionaire if you put the right plan in place. And while it starts with saving your dollars, the next step is to start those dollars growing. mark for My Articles similar articles
AFP eWire
May 18, 2010
Understanding High Net Worth Donors A new study of high net worth individuals in the U.S. and the U.K. found that those that gave the most did so out of a sense of responsibility or duty. mark for My Articles similar articles
Registered Rep.
March 7, 2012
Due Diligence: Four Overlooked Havens of Wealth If you are looking for that golden land of wealth management opportunity, eFinancialCareers has done a little homework for you. mark for My Articles similar articles