Fidelity is marketing this style of UMA to
affluent investors who are looking for «a single diversified portfolio that can be personalized to meet their individual needs while at the same time optimizing risk management and after - tax returns.»
Not exact matches
The rest of
affluent investors diverge in near - equal percentages: those
who think the stock market will be flat in 2015 (16 percent) represent roughly the same portion of this demographic as those
who are very bullish (17 percent), expecting the market to be up 10 percent to 15 percent in 2015.
It focuses on
affluent customers
who spend large amounts on their accounts and tend to pay off their bills every month, though it told
investors at a conference this week that it would like to capture more of the borrowing that its cardholders do elsewhere.
Results for
affluent Canadians — household decision - makers with an income of $ 75,000 + and investable assets of 100,000 + — are similar to younger
investors who are significantly more likely to provide high
Investor Sentiment Index scores.
Secondly, Robinhood has a chance to become the app of choice among increasingly
affluent crypto
investors who, as they watch their digital gains increase, diversify more and more into traditional assets like precious metals, mutual funds, and the like.