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February 25, 2015

Is there a thaw in Affluent investors’ recent chill toward equities? Find out more here



February 25, 2015


February 25, 2015

The Spectrem Affluent Investor Confidence Index (SAICI®) gained five points in February to 12, a five-month high. The Spectrem Millionaire Investor Confidence Index (SMICI®) gained 3 points to 13, a three-month high.



February 25, 2015

Virtual advisors, also known as “Robo-advisors” are the latest trend in the world of investing.  These “advisors” are not actual human financial advisors, but are instead a technology-based platform that automates the process of investing. 



February 18, 2015

Widows are more risk adverse than divorcees, a Spectrem study finds. Click here to read more



February 18, 2015

Affluent Hispanic investors have less patience for return phone calls from advisors than other investors. Click here to read more



February 18, 2015

 "Don’t think you’re going to turn on a dime and become this charismatic guy. Rewire your thinking so your natural way of expressing yourself changes over time." Click here to read more



February 18, 2015

Affluent Hispanic and African-American investors surveyed are being most proactive about retirement planning. Click here to read more



February 11, 2015

A majority of affluent Hispanic investors said they would move with their advisor to a new firm. Click here to read more



February 11, 2015

 What does it take to be a good communicator? Click here to read more



February 11, 2015

Hiring managers considering applicants at the executive level, Moller states, “look for a spark in the eyes (that conveys) passion and enthusiasm. That is an infectious quality. Your attitude is, ‘I’m glad to be here, there’s no dread, no doubt, and no fear.’ Click here to read more



February 11, 2015

 “To those who say, I’m just not a good communicator or a people person, I say that you can be." Click here to read more



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