A Winning Experience For the Under 50 Set

Loucks, Jeff; Waitman, Robert; Ericsson, Jorgen
March 2011
Bank Technology News;Mar2011, Vol. 24 Issue 3, p30
Trade Publication
In this article the authors discuss a survey on 1,000 wealthy under-50 U.S. investors, which indicates that service improvement for these investors could constitute an 18.6 billion dollars revenue opportunity for North American financial services firms. They state that wealthy under-50 investors are among the customer segments that are interested in new services, driving the next generation of wealth management. They also discuss the investors' decision-making in terms of investing.


Related Articles

  • Professionally Managed Assets Approached $37T in 2013. Manganaro, John // Plan Advisor News;2014, p6 

    The article focuses on an investment analysis from investment analytics firm Cerulli Associates which shows that professionally managed assets of U.S. investors reached 36.8 trillion U.S. dollars in 2013, a 10% increase from last year. Topics covered include the growth in institutional client...

  • The Financial Planning Pyramid. Okumura, Kirk // Advisor Today;Sep2009, Vol. 104 Issue 9, p16 

    The article presents a financial planning pyramid which illustrates the financial plan of a client. It highlights the level of the pyramid including wealth distribution, wealth preservation, wealth accumulation, and wealth foundation. Furthermore, it discusses the general order and composition...

  • Wealth Management Would Improve Savings Rate. Amend, James M. // Investment Management Weekly;11/7/2005, Vol. 18 Issue 42, p6 

    Discusses the significance of the money management industry to the savings rate in the U.S. Implications of a low savings rate to the financial health of U.S. citizens; Need to improve the savings rate of mass market investors and affluent investors according to TowerGroup Senior Analyst Matt...

  • Romance AND Finance. Singletary, Michelle // Essence (Time Inc.);Feb2006, Vol. 36 Issue 10, p123 

    Offers advice to couples on managing finances. Importance of establishing a commitment to save; Benefits of spending time to learn the money styles of each partner; Impact of financial infidelity on a relationship. INSET: THE TOP 5 MONEY MISTAKES WE MAKE IN RELATIONSHIPS.

  • Down the Irrational Path.  // Journal of Financial Planning;May2006, Vol. 18 Issue 5, p8 

    The article presents a letter from the editor of the "Journal of Financial Planning" concerning the May 2005 issue. The issue focuses on methods for financial planners to educate clients and make sure they take a rational approach to their finances. Articles in the issue discuss the best ways to...

  • WOMEN AND INVESTING: FINDING THE EXTRA MONEY TO SAVE. Pietrangelo, Barb // Women in Business;Jul/Aug2007, Vol. 59 Issue 4, p33 

    This article advises women in the U.S. to find extra money and save. It explains that women in the country have fewer opportunities to accumulate pensions and retirement savings. But women must give priority to saving for the future. They should create a plan of attack with defined goals and the...

  • "Why are you rich?". Hensley, Peter // Investigate;Mar2009, Vol. 9 Issue 98, p62 

    The article offers lessons on how to manage wealth. It cites the efforts of a family in spending less than they earned to save money and channeling all their savings into reducing and eliminating their mortgage. The family manages their savings into a game, which made them discovered that...

  • Life-Cycle Investing Is Rolling Our Way. Hogan, Paula H. // Journal of Financial Planning;May2007, Vol. 20 Issue 5, p46 

    • Drawing on 1950s models, the financial planning community uses mainly precautionary savings and diversification strategies to manage personal wealth. But financial economists and many others in the financial services industry have moved on to a new paradigm known as life-cycle investing....

  • BANKING, FINANCE & WEALTH MANAGEMENT.  // Louisville Magazine;Feb2015, Vol. 66 Issue 2, p50 

    The article offers the author's insigths on how to manage personal banking, financial and wealth in 2015. Among the tips discussed by the author include payment of credit card debt, set up of additional savings transfers, and review of insurance coverage and important documents such as mortgage,...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics