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 ...

Charitable organizations have seen giving by the affluent increase significantly, but the number of donors is shrinking. That is the conclusion of the Bank of America Study of Philanthropy, which was ...

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 ...

Kim, 34 years old, a salaried worker, frequently encounters videos showcasing the lives of "well-off people" on their social ...

Emerging affluent investors, as opposed to mass affluent investors, have greater wealth potential and may be on the path to becoming millionaires, according to Fidelity’s latest Millionaire Outlook ...

Interested in acquiring more affluent clients? If so, you need to understand today’s post-pandemic affluent investor. Our 2022 research project, fielded in June 2022 on 1,002 investors, has identified ...

Affluence, like beauty, is often in the eye of the beholder. What looks like wealth to one person might not seem that way to others — especially if that “wealth” is offset by high debt and reckless ...

A major bank has launched a new service aimed at the "emerging and mass affluent" as Houston's resilient regional economy continues to create wealth, even though many households are financially ...

Many mass affluent investors have not seen their financial situations improve in the past year, and list not saving more toward their 401(k) plans and children’s college funds as top regrets, ...

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 ...