Northstar Research Partners

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  Equities Are Hot, but Affluent Investors Won’t Bite: Legg Mason

  By John Sullivan, AdvisorOne  |  March 20, 2013

  It seems affluent investors once again like equities for income, but are holding fast to their fixed asset allocations.

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  Fees and Fiduciary: Good Business, Bad Marketing, Pt. 2

  By Michael E. Kitces  |  June 29, 2012

  What do today’s affluent investors really want? One implication of the Sullivan/Northstar research: advisors who frequently talk about fiduciary could actually reduce trust with prospective clients.

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  Fees and Fiduciary: Good Business, Bad Marketing, Pt. 1

  By Michael E. Kitces  |  June 15, 2012

  Some of the words advisors use most commonly to inspire trust, like "fee-based" or "fiduciary," are actually some of the most negative and confusing words in the advisors’ lexicon, from the perspective of the client.

• LIMRA survey: Older consumers don't know enough about retirement income products

  By Staff Writer  |  June 11, 2009

  Thirty percent of older consumers have a negative attitude toward annuities, and twice that - 60 percent - say their knowledge about investments is "subpar."...