Thank you for sharing!

Your article was successfully shared with the contacts you provided.

NEW YORK — For more than 20 years, financial service firms have tried and failed to successfully capture those with a net worth of $250,000 to $2 million mainly because this large segment of the population has been grouped into a monolithic category.

That’s according to a Robert Ellis, senior vice president of Celent’s Wealth Management Group, and co-author of a new report, Capturing the Opportunity in the U.S. Mass Affluent Segment. Customer segmentation, financial products and services, delivery channels, and how to win the mass affluent’s business in banking, wealth management and insurance are some of the key focuses of the report.

Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.

Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical CUTimes.com information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
  • Exclusive discounts on ALM and CU Times events.
  • Access to other award-winning ALM websites including Law.com and GlobeSt.com.

Already have an account?


Credit Union Times

Join Credit Union Times

Don’t miss crucial strategic and tactical information necessary to run your institution and better serve your members. Join Credit Union Times now!

  • Free unlimited access to Credit Union Times' trusted and independent team of experts for extensive industry news, conference coverage, people features, statistical analysis, and regulation and technology updates.
  • Exclusive discounts on ALM and Credit Union Times events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

Already have an account? Sign In Now
Join Credit Union Times
Live Chat

Copyright © 2022 ALM Media Properties, LLC. All Rights Reserved.