affluent clients

Standard Life Launches new IFA Tax Planning HubEDINBURGH, Scotland, February 10, 2012 /PRNewswire/ --Standard Life has revealed that almost two-thirds (64%) of financial advisers believe tax planning advice has become more important for their affluent* ...PR Newswire via Yahoo! Finance - Feb 10 03:53am
Citibank eyes emerging affluent clientsCITIBANK has launched a full range of banking services for the so-called EAS or emerging affluent segment through a “new value position that would set the benchmark for the industry.”The Manila Times - Jan 31 05:30am
The Wealthy Rebel - Advisors BewareA Cerulli Associates Inc. survey of 400 affluent households with at least $10 million in investable assets has some very sobering news for advisors:Forbes - Feb 09 10:14am
The Wealthy Rebel - Advisors BewareIs your practice set-up to properly service ultra high new worth clients (those with more than $10 million in investible assets)? If not, as an advisor you might want to consider targeting other markets.Forbes - Feb 09 10:33am

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