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HNW Advisor Articles
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Spectrem’s Lifestyles of the Rich a section from The Ultra High Net Worth Investor, 2006, shows that the affluent already know the benefits of giving close to home. Thirty percent of affluent charitable dollars go to religious organizations or churches, which are conventional ways to strengthen communities from within, while 17% of charitable dollars go to social service organizations or education.
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Read More.......... [Religious, Education and Social Service Top Affluent Charitable Giving]
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HNW Advisor Articles
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About 13% of the affluent surveyed each month by Spectrem report that they check at least one internet financial blog for industry information and trends, per Spectrem Group research. It is easy to predict that number rising steadily in the future as younger, more web savvy investors reach affluence, and blogs continue to gain acceptance as a legitimate information source.
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Read More.......... [Internet Blogs Gain Influence: Confusion Remains about their Definition]
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HNW Advisor Articles
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Myth: Highly educated, affluent professionals (physicians, lawyers, dentists, and accountants) feel that they are also very knowledgeable about financial products and investments, and seldom seek out the advice of financial professionals.Reality: Only 26% of affluent professionals think of themselves as very knowledgeable about financial products and investments.
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Read More.......... [Myth vs. Reality]
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HNW Advisor Articles
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Over one quarter of affluent investors identify themselves as self-directed in their investment approach, meaning they do not consult with or utilize a financial professional. This sizeable group of investors creates a service opportunity for the financial service industry. Independent of advisors, these investors make their own plans for important financial events like saving for college, a child entering college and their own retirement. Perhaps they feel they are up on the latest trends, with their finger on the pulse of the financial world, reading the dailies, watching the performance of the market. Possibly they are exploring new investment vehicles, new stocks, and new ways of looking at the market, or are very comfortable with their current vehicles and strategies. Indeed, many affluent investors are savvy, learned and adroit at handling their fortunes. Others are perhaps struggling in denial of their lack of financial prowess, and don’t even realize it.
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Read More.......... [Winning Over the Self-Directed Investor by Specializing]
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High Net Worth Advisor Insights Newsletter April 2008
