FEED
- Free newsletters - Wealth Advisor, Breaking News and MoreEarn Free CE CreditsFree Seminars and Podcasts from Industry ExpertsAccess our Discussion Boards
Mass Affluent
-
ML Survey: Affluent Investors Eyeing Volatility, Unemployment
January 25, 2012Affluent investors looking for market cues to invest more toward their retirement this year are most watching stock market volatility and improvement in the job market, according to preliminary results from a Merrill Lynch semiannual survey.
-
BofA Sees Growth in Mass Affluent Group
December 2, 2011Bank of America Corp.'s relatively new wealth-management unit for mass-affluent consumers is on target to meet growth goals, despite recent shakeups at the company's broader retail bank.
-
Mass Affluent Investors Say They Are Not Wealthy: Report
November 29, 2011Many mass affluent investors have not seen their financial situations improve in the past year and list not saving more toward their 401(k) plans and children’s college funds as top regrets, according to a new report released by Bank of America.
-
Current Conditions Have Affluent Investors Worried About Retirement
August 8, 2011Even before the events surrounding the U.S. debt ceiling deal and downgrade, affluent investors’ concerns about how long their retirement assets will last was rising, according to a new Bank of America Merrill Lynch survey conducted in June.
-
Research Roundup: Investment Ideas for the Week of June 27
June 27, 2011Research Affiliates sees high inflation, low growth in the developed world. BlackRock looks for companies with strong cash flow. Gold prices rise.
-
Northern Trust Selects Sanchez for New Hedge Fund Services Unit
June 2, 2011Northern Trust has hired R. Peter Sanchez to serve as chief executive officer of Northern Trust Hedge Fund Services, upon the closing of Northern Trust’s acquisition of hedge fund administrator Omnium.
-
Mass Affluent Pessimistic About Investing, MFS Finds
May 17, 2011One-third cites protecting principal as their primary goal.
-
Why Aren’t Advisors Reaching Out to Middle-Income Americas?
April 4, 201151% of pre-retirees and retirees with incomes between $25,000 and $75,000 had not been contacted by any kind of retirement professional in the past 12 months.
-
Banks Must Do More To Tap Mass Affluent Market
February 1, 2011A new research report from Aite Group found that banks should look to provide better multi-channel offerings to compete with online brokerage firms for mass affluent clients.
Discussion of the Week: 
