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October 1, 2014

The Spectrem Affluent Household Outlook gained 5.5 points in September to 29.90, its highest reading since April 2007. This is the highest month-to-month gain since last April-May, and the first time since May that all of the components of the Outlook posted positive readings.



September 24, 2014

Seven-in-ten households with a net worth of at least $25 million said that saving and investing their money gives them greater satisfaction than spending it, while more than half (54 percent) cite as their primary concern that the next generation will be wasteful with the money passed on to them.



September 24, 2014

Almost one-third of the wealthiest Americans do not use social media of any kind.  Spectrem’s study of the wealthiest segment of investors – 2014 $25 Million Plus Investor – shows that 31 percent of investors do not use social media of any kind. Of that group, 57 percent say they worry about the privacy of their information getting into the wrong hands.



September 24, 2014

Forty-seven percent—the highest percentage of $25 Million Plus respondents—consider themselves fairly knowledgeable, but allow that they still have a great deal to learn. Nearly four-in-ten (38 percent) do consider themselves very knowledgeable about financial products and investments. Just 12 percent and 3 percent contend that they are either not very or not at all knowledgeable.



September 24, 2014

Hard work and education are the top two contributors to attaining great wealth, according to a Spectrem study of the wealthiest investors in America. The study - The $25 Million Plus Investor – details the demographics, attitudes and concerns of the approximately 132,000 investors in America with a net worth of $25 million or more, not including primary residence.



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.



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