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Shocker: Wealthy Americans tend to flee high-income tax states
Study spanning 110 years confirms high earners, faced with too-high tax hikes, migrate to more tax-friendly jurisdictions.
Big-name affiliation a big deal for the affluent: Cerulli
A large proportion of wealthy clients are more comfortable with advisors at national firms, according to new research.
Want to win over the unadvised affluent? Try cost transparency
Nearly half of prospective affluent clients cite opaque costs as the most difficult challenge, Cerulli says.
