Finding Investment Dollars: A Wealth Management Infographic
In 2022, the S&P 500 finished down nearly 20% and Wall Street experienced its worst year since 2008. That said, according to Statista, the wealth management market has seen unprecedented growth.
In this infographic, we provide the insights you need to help you in your ongoing quest of finding investment dollars. Viewed through a lens of Claritas P$YCLE® Premier segmentation, we identify where to deploy advisor resources and focus ad dollars to reach potential client households in the markets with the highest concentration of assets available for investment.