Now Wells Fargo wants to get into the act as well. This link leads to their press release about their survey, but you'll have to call or e-mail if you want to see the actual report.
I was intrigued by the fact that in their "wealth life cycle analysis," Wells came up with categories essentially identical to Merrill Anderson's Wealth Management Article Library:
The study uniquely categorized HNW individuals into four distinct groups based on their stage in the wealth lifecycle. These stages are Building, Managing, Preserving and Transferring.Great minds think alike.
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