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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. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
Investment Advisor July 2009 James J. Green	Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought.
On Wall Street April 1, 2013 Donald Jay Korn	Ultra-Wealthy Wary of Trusting a Single Advisor While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Financial Advisor January 2004 Grove & Prince	Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Financial Advisor April 2005 Grove & Prince	The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.
Financial Planning March 1, 2008 John J Bowen	Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes.
Financial Advisor February 2005 Grove & Prince	Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade.
Wall Street & Technology February 12, 2007 Cory Levine	Wealth Management Market Continues to Grow Going forward, wealth management services will remain in strong demand, and wealth managers will need new technologies to support them.
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.
The Motley Fool January 20, 2004 Dayana Yochim	Home Sweet Savings Home is where the wealth is -- less so, if you're rich.
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.
U.S. Banker July 2010 Howard Stock	Worthwhile Wordplay? With the ranks of the affluent shrinking, some banks are downplaying the wealth in their wealth management marketing. Can a shift in semantics make a difference?
Registered Rep. June 1, 2005 Russ Alan Prince	Being Advanced Before advisors can provide advanced-planning services they must first understand the process; this article aims to outline the basics.
Registered Rep. July 5, 2012 Jerry Gleeson	Trickle-Up Effect The ultra-rich are getting ultra-richer. Boston Consulting Group's latest Global Wealth report indicates that households with more than $100 million in wealth saw their holdings increase by 3.6 percent last year.
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.
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.
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 Planning September 1, 2013 John J. Bowen, Jr.	How to Reach Million-Dollar Clients To move your practice onward and upward, you may need to reconfigure the way you do business. Here s how.
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.
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.
Financial Planning February 1, 2005 Jennifer A. Liptow	White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance.
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.
Financial Advisor March 2005 Grove & Prince	Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade.
Wall Street & Technology June 2, 2009 Melanie Rodier	China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report.
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.
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.
Bank Systems & Technology January 23, 2008 Maria Bruno-Britz	Jane Grebenc Named Head of KeyCorp Wealth Management In her new role, she will oversee the Key business groups that provide investment, banking, insurance, and trust services to affluent individuals and families.
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.
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. November 3, 2010 Diana Britton	Merrill Lynch: Affluent Investors Remain Conservative Despite Positive Outlook According to the latest Merrill Lynch Affluent Insights Quarterly, 39 percent of affluent Americans described themselves as having a low investment risk tolerance.
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. 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.
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 Advisor March 2004 Grove & Prince	Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions.
Registered Rep. March 1, 2008	The Tools Make The Man Looks like there's quite a market for new wealth-management software tools.
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.
Registered Rep. July 1, 2005 John Churchil	Millions to Choose From Advisors gunning for millionaire clients now have 1.3 million more prospects to choose from -- and a blueprint for what they're looking for, according to a new survey.
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.
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.
Financial Planning June 1, 2007 John J. Bowen	Living Dangerously In today's hazardous world, affluent clients are looking to financial advisors for help in protecting more than their financial assets.
Financial Planning May 1, 2007 John J. Bowen	Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market.
Registered Rep. September 10, 2003 David A. Gaffen	Existing Clients Want More Advice The good news for reps is that the world doesn't hate you. The bad news is that acquiring clients -- particularly affluent ones -- is getting a lot more tough.
Financial Planning October 1, 2010	Bequests and Parity Edward Wolff finds that small inheritances are equalizing, and you don't want to tax them away. That is very relevant to the current debate on whether the estate tax should be maintained.
Registered Rep. January 1, 2005 Matt Oechsli	Your Year of the Affluent The coming year will bring forth unprecedented opportunities to attract wealthy clients.
Financial Advisor July 2005 Raymond Fazzi	Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients.
Financial Advisor December 2006 Grove & Prince	The Wealth Protection Process Knowing what to do is one thing; knowing how to do it -- and to keep it done -- is where the financial advisor shines. This is the second in a three-part series on the growing area of affluent wealth protection services.