A major bank has launched a new service aimed at the "emerging and mass affluent" as Houston's resilient regional economy continues to create wealth, even though many households are financially ...

Charitable organizations have seen giving by the affluent increase significantly, but the number of donors is shrinking. That is the conclusion of the Bank of America Study of Philanthropy, which was ...

SAN DIEGO — “It seems that not all of your peers agree with you on marketing,” Jody stated with that half-smile smirk of someone looking to stir things up. To make certain I took the bait, he followed ...

Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and ...

Most of us walk into a grocery store thinking about dinner. Affluent shoppers walk in thinking about their values. That gap, ...

The number of investors with assets just shy of $1 million grew by 2.3% in 2022, according to a study by Capgemini. For obvious reasons, wealth managers tend to focus on high net worth clients. But in ...

While ‘millionaire’ might not be as weighty of a title as it was decades ago, seven figures of wealth is a significant accomplishment that indicates success and stability. Mass affluent individuals, ...

The affluent have a number of traits that differentiate them from lower-income individuals, such as constantly seeking a sense of control, valuing their time above all else, and always being on the ...

Affluent seniors and upper-middle retirees may look similar from the outside, yet their financial lives diverge in clear, measurable ways. Drawing on recent survey data, these 10 money markers show ...

For advisors who hope to hold on to assets under management through the coming "great wealth transfer" — when trillions are expected to be handed down within families — Cerulli has a timely wake-up ...

While nearly all affluent Americans expect to pass down wealth to heirs either during or after their lifetime, only 50% said they are very prepared to do so and have a written plan in place, according ...

Not only are tourists flocking to Las Vegas at greater than pre-pandemic levels, but more affluent visitors are filling hotel rooms, a new study says. The Placer.ai “Las Vegas: A Tourism and Migration ...