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
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