RJ and Makay

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Preliminary results of the most recent Merrill Lynch Affluent Insights Survey indicate that affluent advisors are closely watching market volatility and the job market to determine their level of retirement investments for 2012.  38% of affluent investors said more stable markets would encourage them to invest more, and 37% said an improved job picture would raise the level of their investments.

These days, wealthy under-50 investors make up 29% of affluent U.S. investors, and that percentage is growing. So how can financial advisors and wealth management firms grab a larger share of this critical client segment.

According to a new study by Cisco Internet Business Solutions Group, this high-net-worth group of investors is an $18.6 billion revenue opportunity for financial services firms. The key to attracting and keeping these clients: technology.