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.

Millennial and Gen X investors have come of investment age, marking a shift in wealth ownership in the United States.  This asset shift comes with the need for financial advisors and providers to understand how these investors want to engage with financial professionals and comprehend their attitudes and preferences regarding financial matters.

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

Investors identify how their advisor relationship will evolve as they assess the past 12 months of turmoil.  Will they require more advice or less?  How satisfied are they with their advisors during the market volatility of 2020?  What services are lacking from their advisor.  How will the pandemic redefine the client-advisor relationship including communication methods.

The first look at the newest generation of investors.  How will they differ from Millennials and other generations in terms of investing?  Are they using an advisor and if not, when do they anticipate hiring one?  How likely are they to inherit assets in the next 5 to 10 years?  If they do receive an inheritance in the next 5 to 10 years, what are their advisor plans?  What would impact their decision as to when to start working with an advisor?

For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346

Market Insights is an indispensable tool for providers and advisors that profiles the state of the market and how investor demographics, preferences and behaviors have changed in today's economic environment. 

This research will ask wealthy investors their knowledge of ESG investing and probe into where they obtain their information.  Spectrem insights will help you and your firm meet the changing needs of your clients regarding ESG investments.

For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346.

We identify the national and personal concerns of investors post pandemic and amid evolving international events.  Discover how advisors can assist their clients during these uncertain times.

This study illustrates how investors allocate their assets, including the percentage of assets considered investable, and how those investable assets are allocated among the many products available.  It also includes an examination of how assets within retirement and managed accounts are allocated.