Archive For "Global Wealth Monitor"

Wealth & Affluent Monitor: Economic Outlook Increases Moderately in Late June

Our Wealth & Affluent Monitor June results are in. The Economic outlook for late June/ early July is consistent with the late June Consumer Confidence Index, the W&AM Economic Optimism trend line had a moderate…

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Wealth and Affluent Monitor Insights: Economic outlook declines sharply in May, especially among Mass Affluent

Our June Wealth and Affluent Monitor shows the gloomy outlook on the U.S. economy appeared to have more impact on HNW investors than their Mass Affluent counterparts. The W&AM Investment Optimism trend line continued declined by…

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Wealth & Affluent Monitor Insights: HNW investors were more upbeat on the economic and investment climate

While general consumer confidence in economic conditions fell slightly in April, including among Mass Affluent, the Wealth & Affluent Monitor Economic Optimism trend line continued to improve among HNW investors. Continue Reading….

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Data on Affluent Millennial Investors from Phoenix Marketing International Reveals Bank Advisors Missing Opportunities

“Active Wealth Millennials® – Vanguard of the Next Gen Investor” uncovers the attitudes, behaviors and investment trends of affluent millennial households Phoenix Marketing International (http://phoenixmi.com/), a premier global marketing services firm, today released new data…

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