For mass affluent consumers, defined as people with an annual household income between $200,000 to $2 million, consumer ...

What does it actually mean to be "affluent" in 2026? It sounds like one of those words that everyone uses but nobody can ...

SAN DIEGO — “It seems that not all of your peers agree with you on marketing,” Jody stated with that half-smile smirk of someone looking to stir things up. To make certain I took the bait, he followed ...

Charitable organizations have seen giving by the affluent increase significantly, but the number of donors is shrinking. That is the conclusion of the Bank of America Study of Philanthropy, which was ...

Most of us walk into a grocery store thinking about dinner. Affluent shoppers walk in thinking about their values. That gap, honestly, says more about economic inequality in America right now than ...

While ‘millionaire’ might not be as weighty of a title as it was decades ago, seven figures of wealth is a significant accomplishment that indicates success and stability. Mass affluent individuals, ...

Phoenix: "It seems to me that clients are more loyal than your research indicates," said Jim during the Q&A following my speech. "Why aren't clients changing advisors if they're so dissatisfied?" As I ...

A new report from Arival, the global research authority on the travel experiences sector, reveals that affluent travelers – those with an annual income of $150,000 or more – are the driving force ...

The number of investors with assets just shy of $1 million grew by 2.3% in 2022, according to a study by Capgemini. For obvious reasons, wealth managers tend to focus on high net worth clients. But in ...

While nearly all affluent Americans expect to pass down wealth to heirs either during or after their lifetime, only 50% said they are very prepared to do so and have a written plan in place, according ...

Affluent investors may have shuddered at the poor performance of their portfolios last year, but overall their faith in their financial advisors remained unshaken, according to a Cerulli Associates ...

For advisors who hope to hold on to assets under management through the coming "great wealth transfer" — when trillions are expected to be handed down within families — Cerulli has a timely wake-up ...