Each month from now until the election, Spectrem will provide financial advisors with insights regarding investor attitudes relative to the election.

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. 

In order to understand how investors are feeling about their investments and their financial advisors post-Corona crash, Spectrem is conducting primary research monthly from March-May 2020 with more than 1,000 investors.

Each month from now until the election, Spectrem will provide financial advisors with insights regarding investor attitudes relative to the election.

This study examines the manner in which investors allocate their assets, noting the percentage of assets considered investable, and how those investable assets are spread among the many products available. 

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.

Evolving Investor Attitudes and Behaviors 2020 compares how investors feel about their financial futures today to those attitudes from the past. Future expectations are addressed, as as specific opinions regarding American politics and taxes, specifically the upcoming Presidential election. 

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.