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Registered Rep.
March 25, 2011
Charles Paikert |
Survey: High-Net-Worth Investors Remain Confident Despite Global Turmoil Despite increasing turmoil around the world, high-net-worth investors in the U.S. remained confident in the economy and the stock market, according to Phoenix Marketing International's latest tracking survey.   |
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. |
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. |
The Motley Fool
July 7, 2005
Selena Maranjian |
Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising. |
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 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. |
The Motley Fool
January 27, 2005
Dayana Yochim |
Allocation for the Rest of Us How does your portfolio compare with that of the average affluent American? |
The Motley Fool
November 17, 2006
Dan Caplinger |
How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need. |
Investment Advisor
April 2008
Susan L. Hirshman |
Spend Like There Is a Tomorrow It doesn't matter how good your clients' investments are if they spend too much. |
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. |
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. |
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. |
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... |
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. |
Entrepreneur
January 2005
Dian Vujovich |
Basket Case The saying "Don't put all your eggs in one basket" may have had its place on Wall Street during the past century, but with today's range of investment choices, that old axiom needs some rethinking. |
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. |
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. |
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 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. |
U.S. Banker
December 2001 |
Deposit-Equity Balance Earlier this year, banks were pleased to see a healthy inflow of deposits, those low-cost funds that help keep interest-rate margins strong. Many banks have been reporting increases of more than 10% over the previous year... |
