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The massive affluent segment is a goldmine waiting to be tapped, representing a staggering half of today's total investable wealth of $42 trillion. In serving this segment, wealth management firms are just scratching the surface – providing only a fraction of the targeted attention they deserve.

This group, with the highest projected growth of investable assets, has tremendous potential. However, the service and experiences offered could use improvement. This white paper explores how financial institutions and advisors can take advantage of this underserved market.

Download the white paper to learn more.