US Financial Needs of Affluent and High Net Worth Consumers market report
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Providing the most comprehensive and up-to-date information and analysis of the Financial Needs of Affluent and High Net Worth Consumers market, and the behaviours, preferences and habits of the consumer.
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What are the key challenges facing the industry and how fast are its rates of growth? Who is the consumer and what do they want? Where are the opportunities, where are the risks and what lies ahead?
For the purposes of this Report, Mintel has used the following definitions:
The “affluent” are defined as those with investable assets of $500K+ and net worth of up to $3 million. “High net worth” is defined as net worth of more than $3 million.
Expert analysis from a specialist in the field
Written by Jennifer White Boehm, a leading analyst in the Financial Services sector, her extensive knowledge delivers in-depth commentary and analysis to highlight current trends and add expert context to the numbers.
Most affluent and HNWI (high net worth individuals) have sophisticated financial needs and concerns, but only approximately half use a financial adviser and only one third have a written financial plan. Advisory services might make it easier for them to reach their goals, but trust in professionals is relatively low among this group, and many wealthy people prefer to manage their finances themselves. Robo-advice is another option and young affluents and HNWIs are beginning to utilize this. How can the financial services industry integrate the benefits of technology with those of a human adviser?
Jennifer White Boehm
Associate Director - Financial Services
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