Accredited investors are about to become one of the biggest marketing battlefield in financial services. But the real question may be: Will the real accredited investors please stand up … or not?

A little background helps. Accredited investors currently are defined by Rule 501 based solely upon: 1) net worth or joint net worth, excluding the value of primary residence (and any related indebtedness); or 2) annual income over the two most recent years and the current year. The asset threshold is $1 million for all, and the income threshold is $200,000 for individuals and $300,000 for married couples.

Complete your profile to continue reading and get FREE access to, part of your ALM digital membership.

Your access to unlimited content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events.
  • Access to other award-winning ALM websites including and

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join now!

  • Unlimited access to - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including and
  • Exclusive discounts on and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.