High-net-worth and ultra-high-net-worth clients don't always have the same priorities as the average retail investor. And for the firms we work with, staying on top of what matters most to HNW/UHNW investors is crucial to their continued success. This article from Wealth Management highlights five important post-pandemic trends among affluent investors.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.