Manage Your Client Relationships through the Financial Crisis: Be Pro-Active, Not Reactive has actionable data and strategy advice to help your clients weather this financial storm.
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High Net Worth Advisor Insights Newsletter
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Who makes family decisions?
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Financial Crisis
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Many websites are interactive in the sense that they allow their clients to pay bills, view account balances, or communicate with their provider or advisor. With the Internet playing a larger role in financial institutions product and service make-up, it is becoming increasingly important to understand ways by which companies may better tailor their websites to meet client’s needs.
The way that high net worth (HNW) investors experience risk is changing, thanks to the financial crisis. Risk changed much of its meaning as the market swooped and dove over the last few months. The term “risk” can be defined as “the possibility of suffering harm or loss.”When speaking in the context of investments, risk can come in many different forms: liquidity risk, inflation risk, interest rate risk, and of course market risk (also referred to as systematic risk).
The Spectrem Affluent Investor Index (SAII)® fell for the third straight month and the Spectrem Millionaire Investor Index (SMII)® fell for the fourth straight month to an all-time low for each. Breaking the usual pattern, the SMII fell 15 points while the SAII fell only 9, but they both ended up at a dismal –39. The 15 point drop for the SMII is the largest drop in the history of the index. There were two previous 14 point drops between February and March 2007, and then again between December 2007 and January 2008.
Everyone knows about Google, right? Okay, sure but how about Facebook? Twitter? LinkedIn? And those crazy-looking Bluetooth headsets? Who uses those? Wait, what is “Bluetooth”, exactly? Do you want that? And RSS? It sounds like a syndrome. What will it do for me?
The term “Wealth Management” is a phrase frequently used in the marketplace. Financial services providers have a variety of Wealth Management services that target HNW Investors. These services vary by providers. But what does Wealth Management really mean to HNW households and do they find the term “Wealth Management” appealing?
High Net Worth Advisor Insights Newsletter April 2008
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How the Wealthy Invest Now
From the Get Rich at the Millionaire Corner Podcast series.
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Wealth Facts...Not Guesses
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