Targeting Mass Affluent InvestorsTargeting Mass Affluent Investors

The mass affluent segment is a goldmine waiting to be tapped, representing a staggering half of the $42 trillion in total investable wealth today. In catering to this segment, wealth management firms are just scratching the surface—providing only a fraction of the targeted attention they deserve.

This group, with the highest projected growth in investable assets, holds extraordinary potential. However, the service and experiences being offered to them could use improvement. This white paper explores how financial institutions and advisors can take advantage of this underserved market.

Download the white paper to learn more.