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Rethinking Expectations for HNW InvestorsRethinking Expectations for HNW Investors
What exactly is a high net worth (HNW) investor, and what do these individuals want out of an advisor? And how can advisors attract and retain them more effectively?
May 18, 2023
1 Min Read
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Sponsored by Envestnet
This study aims to answer those questions by pinpointing similarities and differences among HNW investors of all ages while examining why some such investors choose to work with advisors even as others don’t – and which advisor services HNW investors are most interested in.
The report will touch on:
Who are HNW investors
Where advisors and investors see eye-to-eye
Where advisors and investors are out of sync
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Download the report to learn more.
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