Mass Affluent

Financial Times  Aug 17  Comment 
The Wall St titan is increasingly getting into retail banking, but there is another way to attract deposits  Jun 26  Comment 
By: Investor Solutions The mass affluent--anyone with over $100,000 in investable assets--is a demographic that is hugely underserved by the RIA market. Historically, RIAs don't think they can serve the mass affluent profitably. But that's not...
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....  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...
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...


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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