Monthly Client Calls May Be Too Much: Study
SEI’s latest Futurewealth research addresses how frequently high-net-worth investors want to communicate with their advisors and what they want to talk about.
Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them
Nearly half of high-net-worth clients said they'd refer only if their wealth manager asked, the Futurewealth study found.
Up-and-Coming Wealthy Generally Satisfied With Their Wealth Managers
But satisfaction with advisors wanes as wealth increases, the SEI Futurewealth study found.
Digital Becoming ‘New Normal’ in Serving HNW Investors: SEI
Financial advisors need to get their websites and other online tools to match their levels of quality, expertise and responsiveness.
How the Up-and-Coming Wealthy Choose Advisors
These investors “are constantly searching for a more valued relationship and are open to the idea of switching primary advisors in order to attain it.”