Affluent

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  What do multi-millionaires give on Valentine’s Day?

  By Warren S. Hersch  |  February 8, 2013

  Among the affluent, not very many plan to buy flowers, chocolate, jewelry or gifts to express their love for their significant other.

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  Millionaire investors shifting mutual fund assets to ETFs

  By Warren S. Hersch  |  January 15, 2013

  Domestic exchange-traded funds accounted for 20 percent of mutual fund assets held by affluent households in 2012.

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  Survey: Affluent voters split between Obama and Romney, age a deciding factor

  By Warren S. Hersch  |  October 5, 2012

  Asked who they favor for the upcoming election, households having $1 million or more in liquid or investable assets favor Mitt Romney over President Obama (51 percent to 37 percent), with the rest undecided or favoring others on the list of choices.

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  Infographic: The middle-market life insurance opportunity

  By Corey Dahl  |  September 26, 2012

  Focused on serving affluent clients? You're likely missing out on the massive amount of untapped premium dollars in the middle market.

• The future of wealth creation

  By Hector D. Vilchis, M.B.A.  |  September 1, 2012

  Opportunity in a diverse and affluent marketplace

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  Generations Differ in Wealth Management Strategies: U.S. Trust

  By Michael S. Fischer  |  June 20, 2012

  High net-worth seniors, baby boomers, Gen X and Gen Y are all investing, planning and spending differently. A new survey helps advisors sort through the disparities.

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  Ultra-Wealthy Will Transfer $27 Trillion by 2050

  By Danielle Andrus, AdvisorOne  |  May 18, 2012

  Inheritors want to be ‘good stewards’ to family wealth and want to be more involved in investment decisions.