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A robust 69% of advisors say they frequently encounter clients needing assistance with retirement planning, per a survey by Spectrem Group. Considering the graying of the Baby Boomers and the fact that, on average, 38% of clients plan to retire within the next 10 years, retirement income solutions are only going to grow in importance in the coming years.
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Read more... [Solutions for Retirement Income: How prepared is your advisor?]
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There has been a major shake up in the U.S. economy this year in regards to foreign governments investing heavily in U.S. financial institutions and other businesses. Abu Dhabi's investment fund took a big stake in a U.S. company late in 2007 when it chose as its target perhaps the world's best-known financial institution: Citigroup.
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Read more... [Millionaires Worry About Foreign Investing in Financial Service Firms]
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 Wealthy professionals make up about 20% of Millionaire households. These highly educated investors are experts in their field and their investment-related attitudes and behaviors differ significantly from other millionaires, as do their expectations of and relationships with their advisors.
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Read more... [Rich Professionals Need Help]
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 Millionaire Woman has changed. Today’s millionaire woman is educated, employed and in control of her finances. How does she stack up against millionaire men when it comes to her financial life and creating a personal financial strategy?
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Read more... [The Millionaire Woman: How is she different]
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When asked, “Do you consider the environmentally sustainable business practices of companies, when making stock investment decisions?” 45% of the affluent surveyed answered yes. This is in line with the new green focused, do-gooding trend in America. Cone, a 27 year old survey company says “Good is the new black, cause is here to stay.
