New In-Depth Reports

Spectrem's ongoing research, monthly focus groups and one-on-one interviews have produced the following new reports:

2013 Ultra High Net Worth Investor

The 2013 Ultra High Net Worth Investor report is Spectrem Group’s comprehensive and in-depth profile of the asset allocation habits, investment attitudes and behaviors, and usage of financial products and services of this highly desirable wealth segment. By identifying and examining the concerns and goals of this affluent group, Spectrem pinpoints the analytical trends that will enable financial service providers to better serve these investors in the future.

2013 Millionaire Investor

The number of households with between $1 million and $5 million in net worth, not including primary residence rose to 8.6 million at the end of 2011. With the vast opportunity this tier of wealth represents, it is integral for financial advisors and providers to gain an awareness of the latest habits and expectations of this group.

2013 Mass Affluent Investor

Mass Affluent investors (those with $100,000—$1 million of net worth, not including primary residence) act very differently than their wealthier counterparts and are typically more open to receiving a wide range of services from their provider.

Challenges and Expectations of LGBT Investors

The Lesbian, Gay, Bisexual and Transgender (LGBT) community of investors have a very specific set of financial and legal needs, and can generate significant revenues for financial service providers

Opportunities in the High Balance IRA Market

Retirement planning advice continues to remain a sought-after service among the affluent and high net worth communities. 

Retirement Income Gap: When Planning Fails to Meet Expectations

Over the next few years several million Baby Boomers will be preparing to retire and will be seeking advice and assistance to ensure they are adequately prepared.  Do they have enough monthly income?  How do they balance their income compared to their expenses?

$25 Million Plus Investor

The rapidly changing financial and investment environment is impacting even those investors with the largest portfolios. Concern over the markets, increased taxes and a fluctuating global environment, are causing wealthy investors to make larger changes to their portfolios than ever before. In order to effectively service these households, financial providers and advisors must understand the changing attitudes of these investors. The $25 Million Plus Investor addresses this rapidly changing market segment.