[Solved] Wealth management assessment

Assignment Prompt & Instructions

– ## BUS330Unit6Assignment.pdf

– Wealth.Management.Analyst.csv

**## BUS330Unit6Assignment.pdf**

BUS330 – Business Analytics

Unit 6 Assignment: Wealth Management Analyst Project Part II- Regression Model

© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED

Due Date: 11:59 pm EST Sunday of Unit 6
Points: 10

Overview:

Throughout the course, you will be working on a Wealth Management Analyst Project
due Thursday of Unit 8.

For this project, imagine you are a new hire at a wealth management firm and tasked
with determining the location of a brick-and-mortar office within Connecticut. Please use
the data set attached in the Unit to complete this assignment.

Your analysis must include:

1. Determine where accredited investors are located.

2. Analyze the structure of the investor household.

3. Analyze the retirement income mix of the investor.

4. Suggestion of an office location (zip code not county).

5. Suggestion of wealth management offerings.

Case Problem- Investment Banking:

• Play the role of Wealth Management Analyst and construct a regression model of
Connecticut counties (through zip code) that are likely to have accredited
investors.

• Please use the data set attached in the Unit to complete this assignment.

Project Assumptions:

• Accredited investor sample statistics are the same as zip code
(population) statistics for family structure and retirement income.

• All… INCOME and BENEFITS…” columns are individual income.

© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED

Instructions:

In Unit 6, appropriately partition the data set into income data, family structure, and
retirement benefits. Experiment with various clustering methods and propose a final
model for identifying counties/cities with a high level of accredited investors (investor).

Also, suggest the investment products that should be offered to investors based on
data.

Your submission should be at least 3 pages in length.

Requirements:

• Submit Part II for instructor feedback.

Be sure to read the criteria below by which your work will be evaluated before
you write and again after you write.

Evaluation Rubric for Unit 6 Assignment

CRITERIA Complete Incomplete

10 Points 0 Points
Part II
Submission

Part II was
submitted.

Part II was not
submitted.

– Overview:
– Instructions:
– Requirements:

**Wealth.Management.Analyst.csv**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/wealth-management-analyst-csv-10314357)

**Wealth.Management.Analyst.csv**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/wealth-management-analyst-csv-10314357)

**## BUS330Unit6Assignment.pdf**

BUS330 – Business Analytics

Unit 6 Assignment: Wealth Management Analyst Project Part II- Regression Model

© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED

Due Date: 11:59 pm EST Sunday of Unit 6
Points: 10

Overview:

Throughout the course, you will be working on a Wealth Management Analyst Project
due Thursday of Unit 8.

For this project, imagine you are a new hire at a wealth management firm and tasked
with determining the location of a brick-and-mortar office within Connecticut. Please use
the data set attached in the Unit to complete this assignment.

Your analysis must include:

1. Determine where accredited investors are located.

2. Analyze the structure of the investor household.

3. Analyze the retirement income mix of the investor.

4. Suggestion of an office location (zip code not county).

5. Suggestion of wealth management offerings.

Case Problem- Investment Banking:

• Play the role of Wealth Management Analyst and construct a regression model of
Connecticut counties (through zip code) that are likely to have accredited
investors.

• Please use the data set attached in the Unit to complete this assignment.

Project Assumptions:

• Accredited investor sample statistics are the same as zip code
(population) statistics for family structure and retirement income.

• All… INCOME and BENEFITS…” columns are individual income.

© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED

Instructions:

In Unit 6, appropriately partition the data set into income data, family structure, and
retirement benefits. Experiment with various clustering methods and propose a final
model for identifying counties/cities with a high level of accredited investors (investor).

Also, suggest the investment products that should be offered to investors based on
data.

Your submission should be at least 3 pages in length.

Requirements:

• Submit Part II for instructor feedback.

Be sure to read the criteria below by which your work will be evaluated before
you write and again after you write.

Evaluation Rubric for Unit 6 Assignment

CRITERIA Complete Incomplete

10 Points 0 Points
Part II
Submission

Part II was
submitted.

Part II was not
submitted.

– Overview:
– Instructions:
– Requirements:

**Wealth.Management.Analyst.csv**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/wealth-management-analyst-csv-10314357)

**## BUS330Unit6Assignment.pdf**

BUS330 – Business Analytics

Unit 6 Assignment: Wealth Management Analyst Project Part II- Regression Model

© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED

Due Date: 11:59 pm EST Sunday of Unit 6
Points: 10

Overview:

Throughout the course, you will be working on a Wealth Management Analyst Project
due Thursday of Unit 8.

For this project, imagine you are a new hire at a wealth management firm and tasked
with determining the location of a brick-and-mortar office within Connecticut. Please use
the data set attached in the Unit to complete this assignment.

Your analysis must include:

1. Determine where accredited investors are located.

2. Analyze the structure of the investor household.

3. Analyze the retirement income mix of the investor.

4. Suggestion of an office location (zip code not county).

5. Suggestion of wealth management offerings.

Case Problem- Investment Banking:

• Play the role of Wealth Management Analyst and construct a regression model of
Connecticut counties (through zip code) that are likely to have accredited
investors.

• Please use the data set attached in the Unit to complete this assignment.

Project Assumptions:

• Accredited investor sample statistics are the same as zip code
(population) statistics for family structure and retirement income.

• All… INCOME and BENEFITS…” columns are individual income.

© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED

Instructions:

In Unit 6, appropriately partition the data set into income data, family structure, and
retirement benefits. Experiment with various clustering methods and propose a final
model for identifying counties/cities with a high level of accredited investors (investor).

Also, suggest the investment products that should be offered to investors based on
data.

Your submission should be at least 3 pages in length.

Requirements:

• Submit Part II for instructor feedback.

Be sure to read the criteria below by which your work will be evaluated before
you write and again after you write.

Evaluation Rubric for Unit 6 Assignment

CRITERIA Complete Incomplete

10 Points 0 Points
Part II
Submission

Part II was
submitted.

Part II was not
submitted.

– Overview:
– Instructions:
– Requirements:

**Wealth.Management.Analyst.csv**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/wealth-management-analyst-csv-10314357)

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