high net worth

• 

  High net worth investors feel dissatisfied

  By Warren S. Hersch  |  June 7, 2013

  Only 2 percent of high net worth investors say they plan to recommend their financial advisor to other investors.

• 

  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.

• 

  RIAs, MFOs rated most appealing in high net markets

  By Warren S. Hersch  |  January 18, 2013

  Survey respondents ranked the nine distribution channels most appealing for asset managers to address the needs of high net worth investors.

• 

  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.

• 

  High-net-worth clients and LTCI

  By Christine Schuster Khemis  |  November 7, 2012

  Even for wealthy clients, insured arrangements may be the best option.

• 

  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.

• 

  Tiger 21 Adds Estate Planning to Peer-to-Peer Feedback Program

  By Michael S. Fischer  |  July 3, 2012

  The group's popular Portfolio Defense program will now include estate planning, philanthropy, business evaluation and risk management.

• 

  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.

• 

  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.

• 

  Cerulli: Almost a Third of High Net Worth Providers Have Increased Fees

  By Warren S. Hersch  |  March 29, 2012

  The report shows that 32.1% of all HNW providers increased their fees during the last three years. Four in 10 of this group includes registered investment advisors and multi-family offices. And 23.1% comprise private client groups and bank trusts.