All Reports

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? 

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Wealthy Investor's Use 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.

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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? 

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Wealthy Investors and Their Perceptions of Robo-Advisors

What is the best way to sell to and service investors who are looking for more technology-based advisor services than full-service advisors?  What types of investors prefer robo-advisors versus human advisors?  This report answers all these questions and more. 

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Financial Wellness In Retirement

Almost half of households with less than $1 million of net worth are worried about having enough assets to live through retirement.  Retiring successfully is important to millions of Americans. But achieving this goal seems overwhelming to most investors.

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DC Participant Insight Series 2016

The DC Participant Insight Series includes research conducted with approximately 2,000 plan participants and are 50-60 page-long reports with information segmented by participant age, gender, and account balance.  $6,000 each or $15,000 for full series. 

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Effective Communication Techniques for Attracting and Retaining Current and Next-Generation Clients

What are the magic words that financial and advisory firms can use to attract and retain clients? Spectrem conducted focus groups across the United States with high net worth investors to gain an understanding of what types of communication they prefer from an advisor.  What attracted them to a specific advisor?  How can financial advisors and providers provide investors with information that is important to them?  

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