Be in the know.



Be the first to know when the latest data is out.
Subscribe to updates now
 
                


Affluent Market Size
 




Retirement Plan Fee Disclosure White Paper


New Reports

Retirement Market Reports

Wealth Market Reports


January 21, 2015

With high income comes higher confidence in one’s financial knowledge, but even high income women, as with their less wealthy counterparts, tend to downplay their financial literacy. Click here to read more



January 21, 2015

The New Year has done little to ease their reticent investment mindset, with triple-digit moves up and down for the Dow Jones Industrial Average. Click here to read more



January 21, 2015

High Income Women have little concern for how they will be cared for in old age. Click here to read more



January 21, 2015

More than 90 percent of Mass Affluent investors have an employer-sponsored defined contribution account. Click here to read more



January 14, 2015

More than 80 percent of high income women use a financial advisor. Click here to read more



January 14, 2015

Is international investment taking a hit from concerns about the global economy? Click here to read more 



January 14, 2015

Being a high income women comes with greater confidence in one’s financial literacy, according to research Spectrem has conducted.  High income women are defined as those whose annual household income exceeds $200,000.   The majority of high income single women had annual household income exceeding $200,000, while married high income women had annual household income exceeding $400,000 and also work in professional or executive positions



January 14, 2015

Just because Millionaires “got it,” doesn't necessarily mean they will spend in a profligate way. Click here to read more



January 8, 2015

There is a growing interest among Millionaire investors in technology, health care and pharmaceutical industries. Click here to read more



January 8, 2015

The definition of “wealth management services’’ is unclear, which may be why affluent investors are uncertain whether they need to employ a wealth management service. Spectrem’s latest study, Asset Allocation, Portfolios and Primary Providers, asks affluent investors from a wide range of net worth levels whether they understand the term “wealth management”, what they think it means, and whether they employ a wealth management service or are considering doing so.



January 8, 2015

Investable assets make up 86 percent of portfolios and equities make up 59 percent of investable assets for ultra-wealthy investors. Click here to read more



January 8, 2015

 Over the past decade, the Spectrem Affluent Investor Confidence Index and the Spectrem Millionaire Investor Confidence Index have served as a reflector of Affluent investment behavior as well as their economic concerns. Click here to read more



Spectrem in the News