Just Keep Buying: Proven Ways to Save Money and Build Your Wealth
by Nick Maggiulli · 15 May 2022 · 287pp · 62,824 words
highest among households aged 45–49 and dropped in each successive age group. This was especially true among households in retirement age. For example, among mass affluent households (those with $1 million to $2 million in investable wealth), they found that average annual spending was $83,919 for those aged 65–69
Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
by Antti Ilmanen · 24 Feb 2022
not go hand in hand. At least, China offers potential for global diversification and active management. 15 Individuals hold $165trn (high net worth individuals $88trn, mass affluent $77trn) and institutions $93trn (pension assets $50trn, insurance companies $34trn, SWFs $9trn). I am not sure how, say, housing and bank lending are treated; recall
Built on a Lie: The Rise and Fall of Neil Woodford and the Fate of Middle England’s Money
by Owen Walker · 4 Mar 2021 · 278pp · 82,771 words
Woodford set up his own business when he left his long-term employer, Invesco Perpetual, in 2014. SJP, as it is widely known, targets the mass affluent – the 11 million individuals in the UK with between £50,000 and £5 million of investable assets – by hiring function rooms at country houses and
Two and Twenty: How the Masters of Private Equity Always Win
by Sachin Khajuria · 13 Jun 2022 · 229pp · 75,606 words
engagement will also grow as part of the flight path to invest, not only for institutions and high-net-worth families but also for the mass affluent market and, if regulators allow, for mom-and-pop retail investors. Private capital is too big to ignore. More engagement would cast a favorable light
Retirementology: Rethinking the American Dream in a New Economy
by Gregory Brandon Salsbury · 15 Mar 2010 · 261pp · 70,584 words
without their present regular income.15 And before you think this issue concerns only lower socio-economic Americans, think again. Twenty-nine percent of the “mass affluent,” earning more than $100,000 per year, wouldn’t be able to meet financial obligations a month after losing their jobs.16 So how did
Quality Investing: Owning the Best Companies for the Long Term
by Torkell T. Eide, Lawrence A. Cunningham and Patrick Hargreaves · 5 Jan 2016 · 178pp · 52,637 words
). The only category in which they were less likely to reduce spending (among 15) was education. In August 2015, we also conducted interviews amongst 711 ‘mass affluent’ consumers in China with a monthly household income of at least RMB 16,000. If consumer confidence deteriorated, our Chinese respondents indicated that they would
Crash of the Titans: Greed, Hubris, the Fall of Merrill Lynch, and the Near-Collapse of Bank of America
by Greg Farrell · 2 Nov 2010 · 526pp · 158,913 words
1990s McColl saw how the combination of Merrill Lynch’s thundering herd of financial advisors could be grafted on to BofA’s nationwide base of “mass affluent” customers to create a superpower in the industry, a demonstrable advantage for the Charlotte bank against its nearest competitors. The timing wasn’t perfect, since
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of synergies was not among them. A deal between the two organizations would graft Merrill’s thundering herd of retail brokers on to BofA’s “mass affluent” customer base across the U.S. The potential for growth in the category seemed unlimited and would allow Merrill’s sales force, already the industry
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on the retail piece,” he said, referring to Merrill’s thundering herd of financial advisors, who could be unleashed on BofA’s extraordinary roster of “mass affluent” customers across the U.S. Another good fit was the international business: Merrill had a strong network of overseas offices, but BofA was almost entirely
The New Class Conflict
by Joel Kotkin · 31 Aug 2014 · 362pp · 83,464 words
focus on the affluent minority, as opposed to the middle-class mass, which has increasingly limited purchasing power. Demographer Peter Francese points out that the “mass affluent,” which comprises roughly ten percent of households, boosted spending annually last decade at a seven percent rate while overall household growth remained at a mere
The Innovation Illusion: How So Little Is Created by So Many Working So Hard
by Fredrik Erixon and Bjorn Weigel · 3 Oct 2016 · 504pp · 126,835 words
global asset management industry managed 36.5 percent of assets held by pension funds, insurance companies, sovereign wealth funds, high-net-worth individuals, and the mass affluent. Asset managers are not the only form of intermediaries, but they represent a considerable proportion of the gray ownership in Western economies. And as GDP
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(i) Mars (company) (i) Mars (planet) (i) Marx, Karl (i), (ii), (iii), (iv), (v), (vi) Communist Manifesto (Marx and Engels) (i), (ii) Mason, Paul (i) mass affluent (i) Mauborgne, Renée (i) Blue Ocean Strategy (Kim and Mauborgne) (i) Means, Gardiner (i) mechanistic cognition (i) medical/healthcare sector and regulation (i), (ii), (iii
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), (iv), (v), (vi), (vii) see also pensions Ricardo, David, wine-for-cloth thesis (i) rich people vs. capitalists (i), (ii) high-net-worth individuals (i) mass affluent (i) “one percent” (wealthiest group) (i) risk banks’ proneness to (i) and globalist worldview (i), (ii) and uncertainty (i), (ii) Robertson, Dennis (i) Robinson, James
Janesville: An American Story
by Amy Goldstein · 17 Apr 2017 · 364pp · 108,237 words
nearly two hundred miles from Green Bay down through Madison and Janesville and into Beloit. Premier banking is offered to BMO Harris customers “in the mass affluent sector,” with savings in the range of $250,000 to $1 million. “At BMO Harris, we believe a higher level of financial achievement demands a
Digital Bank: Strategies for Launching or Becoming a Digital Bank
by Chris Skinner · 27 Aug 2013 · 329pp · 95,309 words
Twilight of the Elites: America After Meritocracy
by Chris Hayes · 11 Jun 2012 · 285pp · 86,174 words
Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives
by Satyajit Das · 15 Nov 2006 · 349pp · 134,041 words
Connectography: Mapping the Future of Global Civilization
by Parag Khanna · 18 Apr 2016 · 497pp · 144,283 words
Bank 3.0: Why Banking Is No Longer Somewhere You Go but Something You Do
by Brett King · 26 Dec 2012 · 382pp · 120,064 words
Philanthrocapitalism
by Matthew Bishop, Michael Green and Bill Clinton · 29 Sep 2008 · 401pp · 115,959 words