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Featured Advisor



Asset Preservation Advisors




City:Atlanta

State: GA



BIOGRAPHY:
APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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July 17, 2015 Millionaire Fact of the Day

July 17, 2015 Fact of the Day:  Are Millionaires using online video and social media for investment information?

 

 

DID YOU KNOW THAT, WHEN IT COMES TO USING TECHNOLOGY, MILLIONAIRES ARE MOST INTERESTED IN OBTAINING INFORMATION ABOUT THEIR ACCOUNTS?  

 


 

 


 


 

77% of Millionaires want to have on-line access to their personal investment account information.

In addition, 52% would like to be able to have consolidated account information where they can view accounts that they have from multiple investment providers.

Interest in all other potential technical capabilities pale in comparison.  Only 36% are interested in online advice from financial experts, 21% seek service or product information, and 17% are interested in videos of experts talking about financial topics.

Use of online services, however, varies by age and will continue to change.

 

To learn more about Millionaires and technology click here or contact Randy Wostratzky at rwostratzky@spectrem.com or 224-544-5195