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Affluent Market Size
 








Retirement Plan Fee Disclosure White Paper


New Reports

Retirement Market Reports

Wealth Market Reports


May 26, 2015

What are the financial issues that you worry about most? Fifty eight percent of high income women, as well as all other wealthy investors, worry about the financial situation of their children or grandchildren.



May 26, 2015


May 21, 2015

 May 21, 2015- Millionaire Investor Facts



May 20, 2015

Who is using Robo/Virtual Advisors?  Find out here



May 20, 2015

The social responsibility of investments are considered by defined contribution plan participants. Click here to read more



May 20, 2015

Who makes financial decisions in Millionaire households?  Find out here



May 20, 2015

Investors discuss the rate of return and fee structure for a socially responsible investment. Click here to read more



May 20, 2015

Are investors familiar with socially responsible investing and impact investing?  Find out more here



May 20, 2015

The political environment and terrorism are key national concerns of wealthy investors. Click here to read more



May 13, 2015

What percentage of Millionaires fear they will run out funds in retirement?  Find out here



May 13, 2015

Affluent investors prefer to not invest in these companies, find out which ones here



May 13, 2015

Spectrem’s new study on socially responsible investing analyzes how wealthy investors are currently perceiving and using these investments in their portfolios, and offering indications for their use in the future.



Spectrem in the News