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Mass Affluent

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My New Financial Advisor Announces Innovative Client Referral Platform Focused on Mass Affluent Baby Boomers
Cloud Computing  Apr 17  Comment 
My New Financial Advisor, Inc. (MNFA), a client-referral network for financial advisors, announced today a new syndication platform that matches affluent Baby Boomers in need of financial management with advisors looking to grow their client base....
Death of 'Mass Affluent' Remakes All of Retail
TheStreet.com  Sep 7  Comment 
BOSTON (MainStreet) -- There's a lot of talk about the polarization of wealth and the shrinking of the "middle class." A sea change for companies as they market, brand and advertise has more to do with the fate of the "Mass Affluent." A...
Wealth managers eye “mass affluent” as tax bites
Hedge Fund Blogs From HedgeCo.Net  Oct 5  Comment 
Reuters - Wealth management firms are counting on new business from the moderately rich as they play down the impact of a possible exodus of the ultra wealthy from tax-hungry Britain. The likes of steel magnate Lakshmi Mittal and Russian owner...




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The mass affluent segment generally refers to U.S. individual investors or households with $100,000 to $1,000,000 in investable assets. It is estimated that this segment comprises 60% of the entire $25 trillion in available retail assets in the U.S.

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