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1. Family Office Interest Exceeds Usage
Ultra-wealthy investors are interested in using family offices to manage their money, but the actual use of them is still very low, providing opportunities for wealth managers. 11/29/2007.
2. What Products Interest Wealthy?
Wealthy investors are particularly interested in three types of product. 11/29/2007
3. Wholesalers Abandoned On Value-Adds
Wholesalers have endured criticism of their knowledge of value-added program content. But a recent study finds they feel their firms don't train them well or provide enough support. 11/29/2007
4. Advisors Dis Value-Added Programs
A majority of advisors feel fund company value-added programs are not actionable or relevant and that wholesalers don't know the material. 11/29/2007
5. FOX News Coverage of the High-Net-Worth Sexual Behavior Research
Does more money equate to more sex? 02/15/2007 |