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.
Wealthy Families Search for New Meaning of Wealth
HNW families are moving beyond mere wealth preservation alone to give new meaning to wealth ownership for each generation.
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.”
Top 10 Global Private Banks
Here are the 10 private banks with the top AUM, according to the 2013 Scorpio Partnership Global Private Banking Benchmark report.
Banks Must Step Up Digital Game to Woo the Wealthy
The more banks connect digitally with their clients, the greater the chance they have to inspire brand loyalty, according to the SEI Futurewealth report.
Newly Affluent Unimpressed With Advisors’ Use of Tech and Investment Strategy
Up-and-coming affluent people are unimpressed with the way advisors use technology to show them how to invest their money, according to a new study.
Ultra-Wealthy Investors Feel Financially Insecure
Regardless of their level of wealth, ultra-wealthy Americans would need twice that amount to feel financially secure, an SEI Private Wealth Management poll found.