Reveals how advisors can communicate in order to enhance and develop client loyalty. Reviews client expectations for frequency, timing, method and content of communication.

In the past 15 years, investors have lived through two recessions, Spectrem's President, George Walper Jr. compares and contrasts these recessions in a report published in the November/December edition for the Investment and Wealth Monitor.  Comparing and contrasting investor attitudes and behaviors from the 2008 economic crisis to the 2020 pandemic reveals several important differences.  Client expectations of their financial professional has also changed significantly from 2008 to 2020.  This report contrasts these two historic economic events so financial professionals can understand the new expectations of wealthy investors.

Financial advisors typically meet face-to-face with their clients at least annually with many meeting as frequently as quarterly.  But the pandemic has changed the habits and attitudes of investors regarding these meetings.  For most, any meetings in the last six months between financial advisors and their clients have been virtual.  Will this be the model for the future or will the traditional face-to-face model return.

Each month from now until the election, Spectrem will provide financial advisors with insights regarding investor attitudes relative to the election.

Each month from now until the election, Spectrem will provide financial advisors with insights regarding investor attitudes relative to the election.

Your clients and prospective clients who are still in the workplace have myriad pressures that occupy their minds.  While they are interested in seeking their investments grow and provide for their eventual retirement, they simply cannot think about those investments or their portfolio constantly while also trying to run a business or operate within a business or work environment.

Spectrem's annual trust report reviews the growth of the trust industry, the growth and usage of collective investment funds as well as assets managed by institutional trustees.  New this year - wealth management services.

Now that Baby Boomers are actively rolling over assets into IRAs, how are they making decisions?  What role does technology play?  Are they using an advisor?  How many are consolidating accounts?  How should the industry change to accommodate rollovers?

Attitudes, Concerns the Upcoming Election and the Coronavirus Pandemic addresses attitudes and behaviors of plan participants in 2020. Other topics discussed include the upcoming election as well as the current coronavirus pandemic and participants concerns regarding the impact it has had.