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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.
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 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.
BusinessWeek June 6, 2005 Laura D'Andrea Tyson	Retirement Savings: A Boost For The Needy Government matching would give IRAs a shot in the arm to boost retirement savings, even among middle- and low-income households.
Financial Advisor September 2012	Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College.
BusinessWeek June 18, 2009 James C. Cooper	Business Outlook: Why Consumer Spending Won't Drive a Recovery Households are paying down debt and rebuilding their nest eggs, so they're not spending. Still, that's unlikely to thwart a modest economic upturn.
The Motley Fool January 23, 2004 Selena Maranjian	America Saves? Americans aren't saving like they should.
The Motley Fool January 20, 2004 Dayana Yochim	Home Sweet Savings Home is where the wealth is -- less so, if you're rich.
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.
Registered Rep. October 2, 2015 David Armstrong	Editor's Letter: October 2015 Who else needs, but doesn't get, financial advice?
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.
Registered Rep. March 8, 2013 Mark Miller	Testing Two Retirement "Truisms" The consequences of living longer and a fragile Social Security trust fund on real world retirement plans are more significant than you think.
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.
The Motley Fool July 20, 2010 Amanda B. Kish	Retirement: It's Not as Bad as We Thought Despite the dire predictions, Americans are a little more prepared for retirement.
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.
Home Theater May 30, 2008	Nielsen: Million of Analog-TV Homes Unready Nearly 10 million American homes are "completely unready" for the DTV transition, according to a Nielsen Media Research.
The Motley Fool December 2, 2009 Dayana Yochim	What Are Rich People Worried About? Aston Martin in the shop? Bonus blues? What's bugging affluent Americans -- defined as households with more than $500,000 in investable assets -- these days?
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.
On Wall Street December 1, 2009	Five Questions with Alicia Munnell Alison Munnell has been on the President's Council of Economic Advisers and worked as an assistant secretary of the Treasury for Economic Policy. She speaks here about retirement planning.
Registered Rep. November 9, 2010 Jerry Gleeson	Feeling Poorer, HNW Gifting Dropped in 2009: Survey Says Bah, humbug. The latest study of charitable giving among America's high-net-worth households shows a marked decline in generosity.
AFP eWire August 6, 2007	Giving Priorities Tied to Income Lower- and middle-income donors are far more likely to give to charities that benefit the poor than are upper-income households.
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.
Finance & Development September 1, 2006 Groome et al.	Aging and Financial Markets Governments, domestic businesses, and financial markets compete globally for investment capital, and the potential economic effects of aging may adversely influence their competitive positions, as well as macroeconomic and financial stability.
FDIC FYI January 26, 2005	FYI: An Update on Emerging Issues in Banking 2005 Economic Outlook Roundtable - The U.S. Consumer: Hero or Has-Been?
AFP eWire May 17, 2004	"Average" Family in U.S. Contributes More Than 40 Percent of All Giving According to new data, households earning less than $100,000 annually contribute more than 40 percent of all giving in the U.S.
BusinessWeek December 26, 2005 James C. Cooper	Why More Households Are Feeling Flush New Federal Reserve data shows that households are the wealthiest they have ever been.
Investment Advisor November 2009 Melanie Waddell	Retirement News Surveys on defined-contribution plans and women's attitudes on financial services... A tech initiative from New York Life... VA update...
On Wall Street September 1, 2012	Five Questions with Stephen Brobeck The executive director of Consumer Federation of America discusses boosting financial literacy and the Dodd-Frank law.
The Motley Fool January 13, 2012 Morgan Housel	Why This Recession Was Different Mesirow Financial chief economist Diane Swonk offered some interesting insights when I asked her why this recession was different than those in the past.
InternetNews April 2, 2006 Roy Mark	DoJ: 3.6M Households Hit With ID Theft Identity theft hit an estimated 3.6 million households - approximately three percent - during a six-month period in 2004, according to the Justice Department's Bureau of Justice Statistics, released Thursday.
BusinessWeek April 11, 2005 Cooper & Madigan	U.S.: Consumers May Just Keep Flexing Their Muscles Because of overall brighter financial conditions, consumer spending will continue.
The Motley Fool March 13, 2009 Dan Caplinger	Avoid This Triple Whammy to Your Wealth Control what you can. If you dedicate yourself to reducing debt and keeping your savings levels up, then you'll be better able to weather a storm of decreasing asset values.
BusinessWeek October 1, 2009 James C. Cooper	Business Outlook: The Recovery: It's the Herd vs. History A growing consensus predicts a weak rebound from the recession, but that would go against both the latest data and a trend dating back nine business cycles.
The Motley Fool October 18, 2006 Selena Maranjian	Choose: Your Mortgage or Your Retirement One obvious choice that many of us face when we've got some extra money to sock away is whether to apply it to our mortgage or our retirement. So, what's the right choice?
AFP eWire December 10, 2007	Majority of Households Give, But Still Many are Not Consistent A majority of U.S. households give to charity consistently every year, but almost three in ten shift every year between giving and not giving.
National Real Estate Investor April 1, 2006 Anthony Downs	Hard Truth of a Softer U.S. Housing Market Rising home prices and falling stock prices have greatly changed the composition of household assets since 2000. This shift has significant implications for commercial property markets as well as housing.
Registered Rep. June 16, 2011 Jerry Gleeson	CFP: Financial Plans' Peace of Mind Loosens Purse Strings, Too Financial plans are considered a wise investment for households, but can they save the national economy?
AFP eWire November 23, 2010	Wealthy Gave in Large Number in Downturn, Though Gift Size Decreased According to a recent study by Bank of America and Merrill Lynch, high net worth households in the U.S. continued to support charitable organizations in 2009 at levels that were remarkably consistent with those seen in 2005 and 2007.
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.
Home Theater January 28, 2009	HDTVs Abundant, HDTV Not First the good news: More than 39 million U.S. households have HDTVs. Now the bad news: Only 22 million of them have a source of high-def programming, leaving the other 17 million out in the standard-def cold.
The Motley Fool December 6, 2011 Morgan Housel	Slow Jobs Market? Blame Housing The key to getting the economy back on track is deleveraging -- paying off debt accumulated during the bubble years. For households, the vast majority of that debt is in the form of mortgages.
Food Processing August 2013	A Closer Look at the Single Household With the United States almost a household majority "single" nation, marketing expert John Stanton ponders if, or how, food manufacturers should adapt their marketing message.
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.
Home Theater December 16, 2008	U.S. HDTV Adoption Increases HDTV is booming. By how much, we're not sure.
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 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.
Bank Systems & Technology July 12, 2010 Matt Gunn	Online Bill Payment Tops Among Internet Households Synergistics study shows preference toward online payments.
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.
InternetNews November 10, 2008 Kenneth Corbin	Analysts See Cold Holiday Season for e-Commerce With prices on the rise and confidence down, online retailers face a harsh economic climate as they head into the all-important holiday season.