All Reports

2017 Market Insights Report

Published annually since 2004, Spectrem Market Insights Report provides an overview of the Affluent Market with key market research findings and critical insights on

  • Affluent market size by wealth level ($100K+, $1MM+, $25MM+)
  • Distribution of assets by wealth level
  • Summary of Spectrem’s Affluent Investor Indices
  • Investor Demographics
  • The $25 Million Plus Investor
  • Professional Advisor Usage
  • Financial Wellness in Retirement
  • Senior Corporate Executives
  • Robo-Advisors

Affluent Market Insights provides managers and decision-makers tools which can help shape a firm’s vision and aid in the determination of where to spend development dollars.  It is an indispensable tool profiling the state of the market and how investor demographics, preferences and behaviors have changed in a world economic environment where markets are volatile and uncertainty prevails.  

 

Read More
Spectrem's Investor Pulse - March 2017

Investor Pulse from Spectrem Group is a monthly reading of investor attitudes.  The report is fielded each month to a group of approximately 1,200 investors.  This month's topics include: Family/work life balance, one-stop shopping, satisfaction studies and fiduciaries.

Read More
Would They Stay or Would They Go?

 High net worth investors consider themselves to by very loyal to their service providers, especially when it comes to their financial advisors.  But how far does loyalty and satisfaction extend? 

Read More
Spectrem's Investor Pulse - February 2017

Investor Pulse from Spectrem Group is a monthly reading of investor attitudes.  The report is fielded each month to a group of approximately 1,200 investors.  This month's topics include: the Brexit Impact and the Presidential Election.

Read More
Wealthy Investors' Usage of 529 Plans

For many investors, the moment a child is born, thoughts about funding that child’s college education come to mind. However, for many Americans, the cost of attending college can be daunting.  For some even prohibitive. Parents from all walks of life save money from the day their child is born in order to pay for the seemingly exorbitant cost of a college education.

Read More
DC Participant Insight Series: Advisor Usage Among DC Plan Participants 2016

Research shows that there are a multitude of driving factors regarding advisor usage among the general population, including age, wealth level, occupation and gender; but what about advisor usage among retirement plan participants?   Are the advisors they use associated with their retirement plan, or do they use an outside advisor?  If so, what type of advisors do they use?  What reasons were involved in making these decisions? 

Read More