Cultivating Ultra-Affluent Investors

The population of ultra-affluent investors (those with $10 million or more in investable assets) is increasing at a greater rate than other wealth levels. This is creating a huge pool of investable assets held by those who are likely to rely on professional money managers. More advisors, meanwhile, are looking to find these investors.

But even though advisors are looking at a huge opportunity to increase their assets under management by cultivating the ultra-affluent, relatively few are getting much traction with this segment.

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