Lewis Schiff to Share Unique Insights on the Wealthy for Investment Advisor Readers

Lewis Schiff to Share Unique Insights on the Wealthy for Investment Advisor Readers

New York, N.Y., and Shrewsbury, N.J. — The United States stands on the brink of an unprecedented wealth boom spearheaded by a new breed of high-net-worth people, and those investment advisors who understand the behavior—and can meet the expectations—of these lucrative clients will have a striking competitive edge.

Beginning with the April 2007 issue, Lewis Schiff, noted author and founder of the Advanced Planning Group (www.advancedplanning.org), a private wealth specialty firm, is sharing his original research on the behavior, expectations, and influence of that new breed of high-net-worth for the print and online readers of Investment Advisor magazine in his monthly column called "The Affluentialist." In the column he will also report back to Investment Advisor readers on the best practices of those advisors who already are finding success serving the investment and financial planning needs of what Mr. Schiff calls "Middle-Class Millionaires."

In addition to a monthly column in the magazine, this noted authority on the habits of the high-net-worth will be posting a publicly available blog sharing more of his insights at www.investmentadvisor.com. Beyond those writings, Investment Advisor will show its commitment to the understanding of Middle-Class Millionaires and the opportunity they present for advisors by partnering with Mr. Schiff on a number of related research projects, including building an exclusive online community at www.investmentadvisor.com of advisors with expertise in serving the high-net-worth.

Lewis Schiff is the principal of Advanced Planning Group, a private wealth platform for advisors. His forthcoming book with Russ Allen Prince, The Middle-Class Millionaire: How the Influence of Affluence Is Transforming America, will be published in January 2008. He also is the author of The Armchair Millionaire: How to Build an Extraordinary Portfolio on an Ordinary Income (Simon & Schuster; 2001) and was a long time columnist on CNNMoney.com.

With a circulation of 110,000, Investment Advisor (www.investmentadvisor.com) is now in its 27th year of serving independentand independent-minded-investment advisors and financial planners across the United States. Investment Advisor offers information and analysis on wealth management, retirement planning, investment strategies, practice management, compliance and regulatory issues, and insurance and tax planning, all designed to help registered investment advisors and independent broker/dealer representatives become more successful. Investment Advisor is an operating unit of Wicks Business Information (WBI), a rapidly growing media company that creates and delivers critical information to senior financial and legal executives.

WBI is an affiliate of The Wicks Group of Companies (www.wicksgroup.com), a New York-based private equity firm focused on selected segments of the communications, information, and media industries.