Affluent clients are engaging more advisors
January 15, 2014 by Warren S. Hersch
High net worth investors are seeking advice from more financial advisors than in years past, according to new research.
Cerulli Associates discloses this finding in a report, “High Net Worth and Ultra High Net Worth Markets 2013: Understanding the Contradictory Demands of Multigenerational Wealth Management.” The sixth annual survey analyses the market size, structure and developments among the high net worth (those with investable assets greater than $5 million) and ultra-high net worth (more than $20 million) markets.
Originally Posted at LifeHealthPro on January 14, 2014 by Warren S. Hersch.
Categories: Industry Articles
