Wealth Market 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.  

 

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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.

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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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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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The Wealthiest Americans: $25 Million Plus Investors

The Wealthiest Americans: $25 Million Plus Investors report provides an analysis of the investment expectations, portfolios and behaviors of this highly desirable group. What types of assets do they see as desirable in 2016 and beyond? What do they currently hold in their portfolios? How many financial advisors do they rely upon and what are their selection factors? What are the key issues and concerns that these investors are currently facing? How do they rely upon social media? This report addresses all of these issues and more.  

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