文档介绍：BusinessWeek Investor
and other high-end serv-
ices. It's those with in-
vestable assets in the
low to high six figures
who may notice that
while they still rate a
broker, that person may
Is Your Broker Leaving You not call as often with in-
vesting ideas or hand
out invitations to swank
investment seminars and
golf outings. W^e Mer-
Out iu the Cold? rill and Prudential are
leading the call-center
The new focus on high-end clients means less service for many trend, ing years
more firms are likely to
BY SUSAN ave you noticed that the stockbroker you launch them as well. You're also likely to see
SCHERREIK used for years hasn't called you lately? It higher asset cutoffs for who gets a call center
could just be the bear-market blahs, but and who gets a broker.
perhaps not. If your account has been How do you get the attention you think you
deemed too small—which could be the deserve? If you keep accounts with several bro-
result of following your broker's advice— kerage firms, the simplest solution is to consoli-
the lack of attention may be deliberate. date them to boost your clout at one firm. Louis
In fact, some of the biggest firms are taking a Harvey, president of Dalbar, a financial-services
new approach to smaller accounts. Over the past research firm in Boston, says the typical client
year, more than 1 million investors with f