Research

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Richest ZIP Codes Voted For Obama

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The greatest concentrations of those most likely to see higher tax rates live in places that voted to return to the White House a man who wants to raise them.

Maryland Leads States In Millionaires

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The five states with the largest percentage of millionaires per capita is the same as last year, with Maryland again leading the list, according to Phoenix Marketing International’s 2012 ranking of...

Latin America, Africa Poised For High UHNW Population Growth

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The population of ultra-high-net-worth individuals will grow by 3.9% a year over the next five years, with Latin America and Africa the leading gainers, according to a new report.

Ultra Wealthy Take Active Role In Investing

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The majority of the ultra wealthy rely on their financial advisors for advice, but a majority also take an active role in handling their own investments, according to Spectrem Group.

Rich Give Small Share Of Their Wealth To Super PACS, Study Says

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Among super PAC donors, comedian Bill Maher and home builder Bobby Jack Perry top the list when it comes to the percentage of net worth given away, according to a new study.

Ultra-Wealthy Increase Alternative Investments

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The ultra-wealthy-those with $25 million or more in net worth-are investing more heavily in alternatives than ever before and expecting larger rates of return, according to a new study.

Campden Wealth Expands To Asia-Pacific

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Campden Wealth is expanding its membership opportunities to ultra-high-net worth families in the Asia-Pacific region, the education and networking organization announced Wednesday.

Attracting High-Net-Worth Clients

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Advisors who want to attract high-net-worth clients need to get out of their comfort zone and learn to sell themselves personally in social situations, according to one researcher.

Terrorism, Climate Change Among Wealthy Risk Factors

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Terrorism, climate change and pandemics are among the risk factors wealthy families should include in their strategic planning in today's environment, according to a new study.

Advisors To Wealthy Standardizing Operations

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Successful advisors to the ultra-high-net-worth are standardizing some aspects of their operations so advisors can spend more time with clients, according to a new study.

Rich Not Immune From Income Volatility

High incomes have become much more volatile-something that has gone virtually unnoticed.

Family Business Dynasties Partly Driven By Culture, Industry

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Whether businesses that generate vast wealth are run by families or unrelated individuals largely depends on their industry and where they are located, according to a new study.

American Dream Gets More Elusive, Survey Says

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Although the number of millionaires, and affluent of all levels, continues to increase, wealthy investors still say achieving the American dream is getting harder, according to a recent survey.

China's Billionaire Lawmakers Make U.S. Peers Look Like Paupers

The richest 70 members of China's legislature added more to their wealth last year than the combined net worth of the U.S. Congress, the president and his Cabinet, and the U.S. Supreme Court.

Time To Jump On The ESG Bandwagon?

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When a large global consulting firm like Mercer is putting an ESG ranking on more than 5,000 investment strategies within its Global Investment Manager Database it's time to pay attention to what...

ESG Investing No Longer Relegated To The Fringes

by Bruce Fraser

Hedge funds and wealth managers show growing interest in so-called "green" investing metrics.

Pinpointing Sustainability

by Ellie Winninghoff

Domini Social Investments uses more than 600 key performance indicators to assess corporate sustainability.

Ultra Wealthy Investors Prefer Meeting Their Financial Advisor Face To Face

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While communicating with clients through blogs and Internet-delivered newsletters is becoming more common, wealthy investors still prefer information from financial advisors delivered the old...

Among Super Rich, Americans Far Ahead Of Asia, Study Says

North America's super rich will outnumber Asians with a net worth of at least $30 million for the next 20 years, according to a report from Wealth-X.

A Wealthy Head Count

by David Friedman

The number of Asia-Pacific millionaires is surging, but North America and Europe still account for the bulk of the world's ultra-high-net-worth population.

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