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What do clients really want? And what is their biggest dissatisfaction?
Top demands vary between millionaires and the mass market.
‘Sobering’ report shows increasing reach of fintech over traditional firms
About a quarter of Americans have tried a tech-based savings or investing service, and companies with scale are getting the most business, a report from Hearts & Wallets finds.
Millennials now most confident investors at dealing with market volatility
Overall, Americans are feeling more experienced at investing, a survey from Hearts & Wallets shows.
SMAs outpace mutual funds for wealthier clients, report shows
Interest in separately managed accounts goes along with greater use of taxable accounts, according to Hearts & Wallets.
House bill to double HSA limits slammed as perk for wealthy
Opponents say the legislation would do little to help most people.
Direct indexing name needs a makeover, report finds
Hearts & Wallets study highlights confusion around the term and the customization strategy.
Millionaire clients are less likely to invest more with current firm, report reveals
Clients are less loyal than ever, so how can you boost your share of wallet?
Rise in inheritances lifting wealth management business, study shows
Nearly two-thirds of US households are now involved in intergenerational wealth transfer, with growth seen in both wealthy and lower-asset households.
