Today, there are approximately 7.4 million high-net worth individuals with financial assets worth at least one million U.S. dollars.1 This number is projected to grow to 8.8 million by 2025.2
Register to learn how Simplicity is helping advisors capitalize on high-net-worth opportunities to grow the average size of their clients and assets under management.
Attendees will also discover:
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Reasons why high-net-worth investors switch advisors
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Services and characteristics affluent investors seek in wealth managers today
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The specific approach and strategies for attracting and closing this unique target market
1) Published byStatista Research Department, & 3, N. (2023, November 3). High net worth individuals U.S. 2021. Statista. https://www.statista.com/statistics/300464/us-high-net-worth- individuals/#:~:text=In%202021%2C%20there%20were%20around,least%20one%20million%20U.S.%20dollars
2) Written by Michael Featherman CFA, Featherman, W. by M., Featherman, M., Cfa, Mr. Featherman serves as the head of Envestnet’s investment consulting and distribution capabilities. In this role Michael is responsible for leading Envestnet’s investment product and services distribution to advisors and their clientele., & Mr. Featherman serves as the head of Envestnet’s investment consulting and distribution capabilities. In this role Michael is responsible for leading Envestnet’s investment product and services distribution to advisors and their clientele.. (n.d.). Attracting & connecting with high-net-worth investors. Envestnet. https://www.envestnet.com/practice-management/attracting-connecting-high-net-worth-investors