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Is It Better to be Mass Affluent or High-Net-Worth? Weighing the Differences
SmartAsset via Yahoo Finance· 2 months agoWhile ‘millionaire’ might not be as weighty of a title as it was decades ago, seven figures of...
UOB poised to capitalise on ASEAN’s booming mass affluent segment, says GlobalData
Retail Banker International via Yahoo Finance· 2 weeks agoResearch from GlobalData highlights that the region’s mass affluent segment grew by 36.4% between...
You've Heard of Being Rich, But How About Being Mass Affluent?
SmartAsset via Yahoo Finance· 9 months agoHouseholds are often divided by consumption and wealth levels so marketers and businesses can better...
Direct Indexing Seeks to Level Playing Field for Investors
ETF.com via Yahoo Finance· 1 year agoIf you’re among the so-called mass affluent, your portfolio may be looking a bit more like that of...
GeoWealth's Jen Wing Pinpoints How Advisors Use ETFs.
etf.com via Yahoo Finance· 4 months agoJen Wing is a senior vice president, head of investment solutions at GeoWealth, where she is...
TCF 2024: Cognizant and the future of digital transformation in wealth management
Private Banker International via Yahoo Finance· 3 weeks agoThe wealth management industry is undergoing significant shifts due to wealth transfer and political...
Monument hits £2bn in customer deposits, attracting £1bn within four months
Private Banker International via Yahoo Finance· 1 month agoMonument is the first neo-bank in the UK specifically targeting the mass affluent segment and...
Goldman strikes deal to sell unit that offers financial advice to the masses
Yahoo Finance· 9 months agoGoldman Sachs (GS) found a buyer for a personal finance unit that serves the mass affluent as it...
Goldman is getting out of the robo-advisory business
Yahoo Finance· 1 month agoGoldman Sachs (GS) is getting out of the robo-advisory business as it tries to scale back ambitions for parts of its enterprise and refocus on core...
Investor education is key to drive investment uptake in lower wealth bands in the UK
Private Banker International via Yahoo Finance· 2 weeks agoA high reliance on deposit products limits wealth growth among the UK’s less affluent individuals....