- Serving the High-Net Worth Individual. // Practical Accountant;Nov2000, Vol. 33 Issue 11, p24
Offers advice for financial planners on how to effectively serve high-net worth individuals. Attributes being looked for in an advisory firm; Importance of communicating with the best clients when the market starts to have a bad run.
- Save time: Know your clients. Prince, Russ Alan; File, Karen Maru // Financial Planning;Sep97, Vol. 27 Issue 9, p61
Emphasizes the need for financial planners to familiarize with the psychological profile of high-net-worth clients. Growth of the high-net-worth market; Types of high-net-worth psychology; Effectiveness of high-net-worth in winning new clients. INSET: Closing the case..
- An air of unreality. Simonoff, Evan // Financial Planning;Sep97, Vol. 27 Issue 9, p10
Comments on financial planners' focus on high-net-worth clients. Issue of personality types among clients; Minimum net worth among members of the top one percent economic group in the United States.
- Wealthy Psych 101. Bowen Jr., John J. // Financial Planning;Jun2003, Vol. 33 Issue 6, p39
Presents tips on dealing with different personality types of high-net-worth clients of financial planners. Family stewards; Financial phobics; Independents; Gamblers. INSET: Nine High-Net-Worth Personalities.
- Planners look to HNW segment. Munro, Caroline // Money Management;2/3/2011, Vol. 25 Issue 3, p1
The article reports on the adjustments made by several financial planners to their business models as they shift towards the high net-worth (HNW) client segment.
- Great expectations. Korn, Donald Jay // Financial Planning;Apr98, Vol. 28 Issue 4, p148
Reports on the increasing number of banks in the United States that are interested in acquiring financial planning investment advisory firms to serve desirable, high-net-worth clients. Opportunities in affiliating with financial planning firms; Factors that financial planners should consider...
- The grower's market. Taylor, Mike // Money Management;9/7/2006, Vol. 20 Issue 33, p12
The article focuses on the difference between a financial planner and an investment adviser in the money management market. It observed that in the financial planning industry, most planners acted as both planners and investment advisers. The planners were also pursuing strategies that target...
- Financial Planners and Philanthropic Planning. Wymer, Walter; Scaife, Wendy; McDonald, Katie // Voluntas: International Journal of Voluntary & Nonprofit Organiz;Jun2012, Vol. 23 Issue 2, p350
This article reports findings from a survey of Canadian financial planners. The focus of the study is learning more about the depth and breadth of philanthropic planning that is included in their advising services to their high-net worth clients. The findings indicate that a minority of...
- Female Planners More Client Oriented... // Journal of Financial Planning;Jul2005, Vol. 18 Issue 7, p18
This article presents the results of study by the Financial Planning Association (FPA) and the asset management firm of OppenheimerFunds Inc. which found that female financial planners in the U.S. are more client-oriented and have a higher percentage of high net worth clients than their male...
- Phoenix of Conn. Buying Spree Adds Walnut. Hunter, Mathew // American Banker;1/16/2001, Vol. 166 Issue 10, p6
Reports on Phoenix Investment Partners' acquisition of Walnut Asset Management. Walnut's specialization in high-net-worth clients; Benefits of the acquisition to both companies; Phoenix's aim to capture more high-net-worth clients.