New Escalent study shows 42% of affluent investors use traditional advisors while robo advisor usage jumps to 20% across age ...

In today’s complex financial landscape, the most valuable service an advisor can offer isn’t just portfolio management, it’s ...

A new Bank of America rewards program is courting a specific clientele: those with more assets than the mass market but fewer than the wealthy. This program, called Preferred Rewards, targets a slice ...

Millennials and money are two terms that we don’t often associate together. After all, millennials have taken on more student debt than any previous generation. In fact, the Federal Reserve Bank of ...

The affluent market has been a primary focus of the financial services industry for years. Marketing campaigns have come and gone as many advisors find themselves challenged in their attempts to ...

A new study published this month in the academic journal Nature Communications argues that, despite all of the talk about using green technology to address man-made environmental problems, the only ...

LOS ANGELES, April 22, 2025 (GLOBE NEWSWIRE) -- Today, Team One, a premier agency for affluent audiences and a thought leader in evolving premium and luxury brands for a world transformed, released ...

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 ...

It's easy to confuse "affluent" travelers with "luxury travelers" but findings from the newly-released MMGY 2017 - 2018 Luxury Travelers Paper show they are simply not the same. That's important ...

New Mastercard research shows affluent consumers enjoy optimizing their wallets with "financial gymnastics." Tangible rewards like cash back and travel points are big pull factors, as the affluent ...

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 ...