All Reports

2021 Comprehensive Bank Trust Update

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.

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Millennial and Generation X - Today’s Generation of Client

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. 

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How Advisors Can Increase Referrals and Satisfy Clients

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.

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2021 Market Insights Report

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. 

 

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Contrasting Investors' Behaviors, 2008 Versus 2020

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.

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Communication Post Pandemic

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.

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