Financial Decision-Making a Joint Effort for High-Net-Worth Couples, Survey Finds

September 2014
Insurance Broadcasting;9/9/2014, p12
Trade Publication
The article discusses the findings of a Morgan Stanley Wealth Management survey showing the collaboration of couples in making financial decisions for their retirement. Topics covered include high net worth investors consulting with their partner or spouse in making major financial decisions instead of traditional unilateral decision-making. Also mentioned are topics discussed by couples including their retirement funds, plans for unexpected illness and preservation of wealth for heirs.


Related Articles

  • Investment Selection Not as Risky a Business for Ultra High Net Worth Investors.  // Spectrem High Net Worth Advisor Insights;May2012, Vol. 8 Issue 5, p4 

    The article reports on the factors that ultra high net worth (UHNW) households consider when choosing investments in the U.S. It highlights the result of the survey conducted by the journal, which reveals that 95 percent of the UHNW investors rank investment risks, diversity, and tax...

  • Millionaire Mind Links Wealth and Optimism.  // Spectrem High Net Worth Advisor Insights;Oct2011, Vol. 7 Issue 10, p3 

    The article presents research conducted by Spectrem Group in the U.S. which confirms a long-established link between wealth and optimism by millionaires. One-third of millionaires is confident that they will be better off financially a year while 28 percent noted that their finances are in...

  • Investor Attitudes Further Shaken in Another Turbulent Month.  // Spectrem High Net Worth Advisor Insights;Oct2011, Vol. 7 Issue 10, p5 

    The article presents the Spectrem Affluent Investor Confidence Index (SAICI) and Spectrem Millionaire Investor Confidence Index (SMICI) of Spectrem Group as of October 2011 in the U.S. SMICI has decreased by one point to -10 wherein economy was considered as the most serious threat by...

  • Affluent Household Outlook Negative Attitudes Toward Economy Drives Down Outlook.  // Spectrem High Net Worth Advisor Insights;Oct2011, Vol. 7 Issue 10, p8 

    The article presents the U.S. Spectrem Affluent Household Outlook of Spectrem Group based on the attitudes of investors on issues that impact their daily lives. The affluent outlook has slightly increased from -18.76 points to .13.51 wherein investors expressed the most confidence in household...

  • Uncomfortable Money Conversations a Global Phenomenon.  // Journal of Financial Planning;Apr2014, Vol. 27 Issue 4, p10 

    The article discusses a survey by the international financial advisory organization deVere Group regarding the discomfort high net worth clients feel in discussing personal finance with family, friends, and colleagues as of April 2014, and includes information on attitudes toward personal finance.

  • The Wealthiest High Net Worth Investors Don't Look Back.  // Millionaire Corner;Jul2013, Vol. 9 Issue 7, p1 

    The article offers information on the results of a survey of High Net Worth Investors which revealed their financial regrets involving the 2008 economic collapse in the U.S. It reveals that a high percentage of investors surveyed expressed that they have no regrets for not taking any precautions...

  • Offering Right Advice for All Ages. Braswell, Mason // American Banker;6/20/2012, Vol. 177 Issue 95, p2 

    The article notes U.S. Trust wealth management firm's survey of three generations of high-net-worth and ultra-high-net-worth clients found they perceive their financial responsibility to relatives differently and also notes this is something financial advisers need to understand.

  • WHO ADDED THE MOST NEW BILLIONAIRES?  // Time International (South Pacific Edition);3/18/2013, Vol. 181 Issue 10, p8 

    The article looks at which countries added the most billionaires between 2012 and 2013 according to the magazine "Forbes," offering statistics for China, the U.S. and Brazil.

  • Asia-Pac HNW population now second biggest.  // Money Management;10/27/2011, Vol. 25 Issue 41, p8 

    The article offers information on the 2011 Asia-Pacific Wealth Report which showed that the number of high net worth individuals (HNWIs) in the Asia-Pacific grew almost 10% to 3.3 million in 2010.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics