Blog Entries in Affluent Investors
As an executive coach for clients in the financial services industry, I occasionally hear clients, especially those just starting out in the industry, say they feel like a fraud. Another name for this feeling is Impostor Syndrome. What exactly does this mean?..Read More »
Learn Why Advisors Get Hired and Fired and How the New Concept of Gamma Can Change the Equation. Don’t miss this interactive 1-hour ByAllAccounts webinar that will provide you with critical knowledge on understanding and connecting with today’s discerning investor...Read More »
KEY INSIGHTS ON TODAY’S INVESTOR: Why do they hire and fire advisors?
Learn about other factors that have a more significant impact on retirement income than alpha and beta..Read More »
This Tuesday, October 15th we are delighted to have Stephen Kraus, Chief Insights Officer of Ipsos MediaCT present us with a sneak peak of the results from the Ipsos Affluent Survey USA. Now in its 37th year, this survey is the definitive source of information on the lifestyles, spending and media habits of 62.5 million Affluent Americans with $100K+ income...Read More »
“Today’s affluent investor is like a Tom Brady or Peyton Manning,” says Stephen Kraus of market research specialist Ipsos MediaCT. “The coach will call in a play but he is comfortable changing it.” The advice of a professional advisor is only one of many inputs into the affluent investor’s decision making when it comes to financial decisions...Read More »
It would appear that trust companies experienced a windfall last quarter in anticipation of the fiscal cliff, as concerned higher-income taxpayers looked for tax havens. The big question now is, how will demand for wealth transfer, estate planning and planned giving options change in 2013 in the wake of the American Taxpayer Relief Act of 2012?..Read More »