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Rather than focus on the traditional notion of saving for retirement, asset management firms serving affluent investors with a minimum of $100,000 to invest and who are between the ages of 40 and 60 should understand that most of these people never intend to leave the workforce, according to Hearts & Wallets.
Thus, the research firm says, a more appropriate goal is to help these investors achieve the financial freedom to quit a job they do not find fulfilling.
Lee Barney has been the editor of Money Management Executive since 2002 and has been writing about Wall Street since 1993. Previously, at United Medias Wall Street & Technology magazine and … Read full bio
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