Young Affluent Investors Shun 60/40, Embrace Alternative Assets

(Bloomberg) — Wall Street has a new favorite investor. They’re young, they’re affluent and they’re skeptical that…

New Crypto Investment App Affluent launches on Telegram

A former TON Foundation executive is launching Affluent, a cryptocurrency investment app on Telegram featuring yields…

Affluent investors favor fee-based — if they understand it

A recent report by research firm Cerulli Associates found that affluent clients are most interested in…

Charles Schwab High Net Worth Client Pulse Survey Finds Affluent Investors Are Continuing to Gift Their Assets Despite Economic Uncertainty

Among High Net Worth clients making gifts in 2025, 25% plan to give more compared to…

Scotiabank targets Canada’s affluent South Asians in ICICI pact

Bank of Nova Scotia wants to tap into the population of affluent Canadians with ties to…