Affluent and High Net Worth Investing - US - December 2018
"In the US, more and more consumers are joining the ranks of the affluent and high net worth investors. These individuals are not intimidated by investing, are committed to securing a comfortable retirement, and they prefer a responsive and available human touch when needed."
- Chris Shadle, Financial Services Analyst
This report looks at the following areas:
As branch closures continue, banks need to consider the negative impact on suburban and rural investors
Despite conceding on cost, robo-advisors are not popular among the investing elite
Affluent and high net worth investors are not looking for new accounts
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