Exile of Main Street: Providing a Voice to Retail Investors on the Proxy Advisory Industry explains the concerns investors and shareholders have regarding the proxy process and details those circumstances where investors would encourage increased SEC oversight of proxy advisory companies.

Media Influences on Investors, a new Spectrem Group whitepaper, takes a look at the various sources investors use for news on investment products and the stock market. 

How do today's investors make sense of the day’s economic events in order to make wise and fortuitous investment decisions? And how do they choose media sites and spokespeople whom they believe is offering them the best and most truthful information?

Market Insights provides managers and decision-makers tools which can help shape a firm’s vision and aid in the determination of where to spend development dollars.  It is an indispensable tool profiling the state of the market and how investor demographics, preferences and behaviors have changed in a world economic environment where markets are volatile and uncertainty prevails.  

The Charitable Giving Habits of Wealthy Investors explores the attitudes and behaviors wealth investors have in regards to charitable giving, donor-advised funds and impact investing.

Primary Objective of Portfolio explores the motivations behind portfolio allocation.

Ready or Not, Long-Term Care Needs Are Coming For You, a new Spectrem Group whitepaper, takes a look at what your clients will face as they age, and what they expect from their advisors as it relates to Long-Term Care.

Socio-Political Influences On Investing, a new Spectrem Group whitepaper, takes a closer look at some of the outside factors influencing investment decisions, and the impact they have on decision-making.

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.  It reviews the growth and usage of collective investment funds as well as amount of assets managed by institutional trustees. New this year - state trust assets as reported by each state! 

The second edition in Spectrem’s Legacy series will focus on affluent Baby Boomers planning their own wealth transfer and the mindset they had upon receiving an inheritance from their parents or others earlier in their life.

Investor Attitudes and Ownership of Insurance Products seeks to understand the reasons behind insurance ownership as well as the reason some investors avoid insurance ownership.  It can also be used to gain a greater understanding about whom investors seek out when making the actual purchase of the policy.