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HOW TO REACH THE FASTEST GROWING WEALTH SEGMENT IN AMERICA
There is no denying that the fastest growing wealth segment in America is the mass affluent – those with between $250,000 and $3 million of investible assets. In fact, they hold one-third of all retail investment assets. But these individuals are a rare bunch. Caught between the middle-class and the wealthy, this market is often neglected by FSIs simply because they don’t know how to speak to them. This spells opportunity. According to reports, banks’








