The high net-worth client sector is growing. Learn about the expectations and demographic characteristics of these clients, how to use teams to meet their needs in areas such as estate planning and what the future holds for advisors who choose to focus on this lucrative segment.
October 14, 2017Affluent clients very often are entrepreneurs or professionals who have spent a lifetime accumulating their wealth. They have worked long hours and have put many risks behind them, so they’re focused on both preserving what they have earned and generating reasonable returns on their assets. Investment Executive’s first High Net-Worth Guide explores the special priorities […]
Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way
Wealth preservation is key — and so are returns
Managing the experts that ultra-rich clients need is a job in itself
Rising numbers of HNW clients are asking about socially responsible investing
Alternative investments may hold answers when clients seek both returns and stability
A sudden influx of cash needs careful management and planning
Estate planning is a top priority for business owners
Advisors who specialize in serving the affluent share their insights
In this year's Insurance Guide, we deliver the goods on par policy dividends, insurance-tracking shares, how to buy a book of business — and so…
