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Mass affluent individuals, with their robust yet accessible wealth, form a vital economic backbone in the United States, while high-net-worth individuals (HNWIs) exert more influence across markets.
The study revealed that there is little difference between very high net worth investors and the mass affluent in their desire for increasing complex investments. Demand for alternatives (69% ...
This group often feels invisible in the insurance marketplace, sandwiched between the white-glove service afforded to high-net-worth and automated insurance quotes provided to those with fewer assets.
Discover how high-net-worth families can safeguard their assets from cyber threats, natural disasters and rising insurance ...
Advisor360 ° ’s new Connected Wealth Report: Client Edition examines the way in which mass affluent and high net worth (HNW) individuals engage with their financial advisors using technology.
In Capgemini’s Wealth Report, individuals with a net worth ranging from $1 million to $5 million are categorized as high-net-worth individuals (HNW). Those with a net worth exceeding $5 million ...
The Global Affluent Collective is Team One’s proprietary intelligence platform dedicated to understanding the world’s most influential consumers—the top 10% of global earners.
Envestnet recently unveiled software aimed at ultrahigh-net-worth families with upwards of $25 million in investable assets, while AssetMark rolled out a new product designed to provide a steady ...
GTCR’s Mike Hollander: High-net-worth life insurance growing at double digits 'In this part of the market, life insurance products are generally tied into estate planning needs,' explains Hollander.
“We are thrilled to partner with Openly,” said Charlie Graham, Head of Specialty High Net Worth at Orchid Insurance.