All Reports

Wealthy Investors and the Election: A Guide for Financial Advisors in 2020 - January

Spectrem research indicates that investors generally become skittish during election years and 2020 promises to be no different. While it is easy for financial advisors to ignore the election and continue to advise clients just as they would in the normal course of events, the amount of media attention and other “noise” regarding political issues creates uncertainty for investors.

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Down to the Last Detail: Setting Your Financial Affairs in Order

Down to the Last Detail surveyed investors regarding the financial details they were privy to as they worked with a loved one that passed away, as well as investors who are currently assisting a loved one in preparing for their eventual passing. It is a guide for advisors to determine where clients stand in their own preparation for a day they know will come eventually.

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The Financial Impact of Military Involvement

According to the Department of Defense, there are over 1.3 million people in active duty

military today. That makes the Department of Defense the largest employer in the United
States. Spectrem research has historically shown that occupation impacts investment behavior,
decisions and preferences, so it is important for financial providers and advisors to fully
understand the behaviors of employees of the largest employer in the United States.
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High Income Millennials

What’s next for Millennials? As this generation ages, their financial attitudes and behaviors will shape investing and economics for decades to come, so understanding the forces which influence their decisions benefits professionals who work with this new set of investors.

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High Net Worth Insights Journal

High Net Worth Insights provides insights into the needs and expectations of affluent and ultra-high net worth households, enabling financial advisors to strengthen their client relationships and position their services to attract new business.

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