5. Cerulli Associates Inc. 2011

6. The U.S. Trust/Campden Research North American Family Wealth Planning Study 2010

7. Capgemini and Merrill Lynch Global Wealth Management, 2011 World Wealth Report

8. The Boston Consulting Group, Leveling the Playing Field: Upgrading the Wealth Management Experience for Women, 2010

9. Mintel International Group Ltd., High Net Worth Women-U.S., June 1, 2008

10. Cerulli Associates Inc., Cerulli Special Quantitative Update: Investors in the High-Net-Worth and Ultra-High-Net-Worth Marketplace

11. 2011 Advisor Outlook Survey from Charles Schwab

12. Capgemini and Merrill Lynch Global Wealth Management, 2011 World Wealth Report

13. Capgemini and Merrill Lynch Global Wealth Management, 2011 World Wealth Report