Identifying and Targeting High-Value Best Prospects
Identifying and Targeting High-Value Best Prospects
As the population of US adults qualifying as affluent investors is increasing, the number of relationships with both mutual fund and ETF providers are decreasing. While on one hand this represents a threat, as clients could move assets away from your firm, it also creates an opportunity to win new assets as affluent investors consolidate their accounts.
Based on data from our Cogent Syndicated affluent investor research, this white paper includes:
As the population of US adults qualifying as affluent investors is increasing, the number of relationships with both mutual fund and ETF providers are decreasing. While on one hand this represents a threat, as clients could move assets away from your firm, it also creates an opportunity to win new assets as affluent investors consolidate their accounts.
Based on data from our Cogent Syndicated affluent investor research, this white paper includes: