Survey Profile

Representing about 20% of Ultra High Net Worth household Professionals (defined as Accountants, Attorneys, Physicians and Dentists), vary considerably across a variety of investment-related attitudes and behaviors compared to other wealthy households. To effectively service this important segment, financial providers must tailor their services to effectively meet the needs of these households. Here are some recommendations for financial institutions so you can reach out to this important and vital UHNW group and capture their market share.

• Investor Confidence Post Economic Crisis (NEW)
• Communicating Effectively with Plan Sponsors and Participants (NEW)
• Retain Your Clients During the Economic Crisis
• UHNW Professionals
• International Investing
• Capturing High Balance IRA Rollovers
• Affluent Women and Financial Decisions
• Communicating Effectively with Investors
• Future Trends in Financial Services
• Insurance Opportunities in the Affluent Market
• Meeting the Financial Needs of the Business Owners
• Privacy Concerns of the Affluent Investor
• The Perfect Advisor: Hiring the Right Skills Sets
• Tax Planning and the Affluent Investor
• The Use of Financial Planning in the Affluent Market