Scorpio Partnership

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  Banks Must Step Up Digital Game to Woo the Wealthy

  By Michael S. Fischer  |  May 3, 2013

  The more banks connect digitally with their clients, the greater the chance they have to inspire brand loyalty, according to the SEI Futurewealth report.

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  Newly Affluent Unimpressed With Advisors’ Use of Tech and Investment Strategy

  By Michael S. Fischer  |  February 28, 2013

  Up-and-coming affluent people are unimpressed with the way advisors use technology to show them how to invest their money, according to a new study.

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  Ultra-Wealthy Investors Feel Financially Insecure

  By Danielle Andrus, AdvisorOne  |  February 21, 2013

  Regardless of their level of wealth, ultra-wealthy Americans would need twice that amount to feel financially secure, an SEI Private Wealth Management poll found.

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  How Do the New Wealthy Communicate? Digitally, Futurewealth Report Says

  By Michael S. Fischer  |  January 21, 2013

  The up-and-coming wealthy are adopting new technologies, and they expect their advisors to follow suit, according to a study by SEI, Scorpio Partnership and Standard Chartered Private Bank.

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  World’s Rising Wealthy Lead Information Age: Futurewealth Report

  By Michael S. Fischer, AdvisorOne  |  December 3, 2012

  Wealthy people around the world have high levels of engagement with the Internet’s future possibilities, with important implications for the wealth management industry, according to a new study.

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  Asian Millionaires Shun Wealth Managers

  By Marlene Y. Satter, AdvisorOne  |  August 1, 2012

  Wealthy Asians have lost confidence in not just private banks but also investment products and low returns since the market woes of 2008.

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  Wealthy Clients’ Motivation Misunderstood by Advisors

  By Michael S. Fischer  |  July 9, 2012

  Add to the challenges facing wealth managers the possibility that they are misperceiving the motivations of their affluent clientele, new research from Scorpio Partnership finds.

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  Elite Global Consumers Grow More Conservative: Futurewealth Report

  By Michael S. Fischer  |  January 19, 2012

  Wealth creators around the world are less confident about their ability to make money this year, according to a report released Tuesday by Scorpio Partnership as part of its ongoing Futurewealth Project.

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  Wealthy Parents: Money Talk With Kids Key to Future Security

  By Michael S. Fischer  |  November 1, 2011

  Wealthy parents appear to be about as hesitant to discuss money issues with their children as many parents are to discuss the birds and the bees.

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  Challenges Addressed in Bank Wealth Management

  By James J. Green, AdvisorOne  |  October 18, 2010

  To get and keep HNW clients in the bank channel, you need to offer clients transparency and convenience--and build trust between the client and the wealth advisor.