What exactly is a high net worth (HNW) investor, and what do these individuals want out of an advisor? And how can advisors attract and retain them more effectively?

 

Download this white paper to get the results of a new study that aims to answer those questions by pinpointing similarities and differences among HNW investors of all ages while examining why some such investors choose to work with advisors even as others don’t – and which advisor services HNW investors are most interested in.