Over the next decade, millions of baby boomers will begin the process of transferring all or part of their wealth to the next generation. This transition of wealth presents a great opportunity for financial service providers and advisors.
This report, based upon primary research conducted by Spectrem on a monthly basis, will compare the portfolios, risk tolerance, advisor usage and financial attitudes and behaviors of HNW women compared to HNW men.
Spectrem’s annual trust report reviews the growth of the trust industry, including the number of trust assets and accounts held by major financial institutions
This report, based upon primary research conducted through online surveys, will review the attitudes and behaviors of high net worth households based upon income.
ETFs continue to grow in popularity with HNW households. This report will review the knowledge levels, holdings and attitudes of HNW investors regarding ETFs.
As Millennials continue to increase their portfolios, the attitudes and behaviors of this generation will become increasingly important to financial providers and advisors.
Trust Update 2012 is an analysis of FDIC data supplemented with information from Spectrem studies. This report takes a view of trends in total personal trust assets and accounts, managed versus non-managed personal trust assets as well the status of common/collective funds. Institutional assets are identified when possible.
