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.

This report examines the manner in which investors allocate their assets and how those investable assets are spread among the many products available. It also demonstrates which providers investors prefer, in general and in specific services provided. 

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.

Reclaiming Main Street: SEC hears retail investors' cries for proxy advisory oversight updates the views of retail investors on proxy advisors and shareholder proposals from a previous April 2019 survey, and shows both heightened awareness and apprehension among respondents. 

Are wealthy investors utilizing online digital tools for financial purposes?  This briefing explores their use of digital tools for financial purposes.

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

Parenting and Financial Issues examines how becoming a parent impacts financial decisions and attitudes.

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.

There are two types of investors in the world, those that use an advisor and those that don’t. Understanding how these investors make decisions and behave is key to determining if they
can be converted into a client.

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.