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September 17, 2014

Many investors are looking for alternative investment products and strategies that might provide a greater return on investment than standard investments which have their returns tied to the going interest rates.  The portfolios of wealthy investors increasingly include alternative investment products such as hedge funds, private equity, venture capital and precious metals .



September 17, 2014

Every 18 months, Spectrem takes the pulse of the most affluent American investors in its study The $25 Million Plus Investor. The financial and personal attitudes and concerns of those investors are studied, along with demographic information about who they are and how they got to their current wealth level.



September 17, 2014

What separates investors with $25 Million Plus to invest from those with a mere million to invest? The ability and willingness to take risks, according to a new Spectrem Group study on the attitudes and behaviors of America’s richest investors.



September 17, 2014

Spectrem Group’s study Financial Attitudes and Concerns asked investors to select all of the factors that led to their wealth level. The study included Ultra High Net Worth investors with a net worth between $5 million and $25 million.



September 17, 2014

When ethnic investors consider financial regrets, they tend to turn to poor savings habits.  Spectrem Group’s Ethnic Segmentation Series report on ethnic investors – Financial Attitudes and Concerns – asked investors from three different ethnic segments about their thoughts regarding the financial crisis of 2008. The responses from each ethnic segment was compared to the investors not included in those ethnic groups.



September 10, 2014

Age and advisor dependency are both factors when looking at client satisfaction. Generally, older investors have a habit of being more satisfied with their advisors, which may be because they have had a longer relationship with the advisor. Satisfaction with investors over the age of 65 is at 77 percent, and 42 percent of those say they are “very satisfied”. Among investors younger than 44, satisfaction is just at 62 percent and only 24 percent consider themselves “very satisfied”.



September 10, 2014

Spectrem Group’s Ethnic Segmentation Series study on affluent Hispanic investors - Using Social Media and Mobile Technology in Financial Decisions - shows that they tend to lag behind other ethnicities in the use of social media, although they do tend to have greater usage than the non-ethnic portion of the affluent market.



September 10, 2014

Affluent investors look at a multitude of influences when selecting investments, but social responsibility is not high among them, according to a study by Spectrem Group.

Only approximately thirty percent of households with a net worth between $1 million and $5 million feel that social responsibility should be a primary investment factor. It has even less importance for wealthier investors with a net worth between $5 million and $25 million, with only a quarter of them feeling this way.



September 10, 2014

Millionaires are becoming more reliant on financial advisors. This year, 26 percent say they are self-directed investors with no assistance from advisors, that percentage has lowered 6 percentage points from 2013. In 2013, 14 percent described themselves as Advisor-Dependent, that number has increased to sixteen percent.   Also increasing is the percentage of Advisor-Assisted investors (up 2 percent to 26 percent) and also Event-Driven investors have increased from 30 percent to 32 percent.



September 3, 2014

A Spectrem Group study of ethnic investors shows that among the affluent African-American, Hispanic and Asian communities, there is a greater desire to communicate with advisors through social media and texting. Even with regulations still in place in some communications, the ethnic communities are reaching out to their advisors far more than the general population of investors.



September 3, 2014

Almost half of Affluent investors (44 percent) surveyed in August by Spectrem Group, report that international events dominate the news stories most impacting their economic outlook. The percentage is even higher among surveyed Millionaire investors (49 percent).



September 3, 2014

The Spectrem Affluent Household Outlook remained flat in August for the third consecutive month, ticking downward less than a point to 24.40, a four-month low. Since May, the Outlook has dipped 2.3 points from 26.70, which was a near seven-year high.



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