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Venue


The Crowne Plaza
Times Square Manhattan
1605 Broadway
New York, NY 10019

Forward this Session

Forward this Session

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’…

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