The Insurance Gap: Why the Wealthy are Underinsured discusses the amount of property and casualty insurance, as well as excess liability coverage, held by wealthy households.  It highlights for financial advisors of all types the need to ensure that wealthy households truly understand the risks to their overall financial health for failure to properly insure.

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.

Defining Financial Planning examines how investors define financial planning and provides advisors and providers with an awareness of client expectations regarding what is to be included in a financial plan.   

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.

Communicating with Advisors and Providers examines the mechanics of investor-advisor communication.  

Attitudes, Concerns and Communication Preferences of DC Participants addresses communication preferences and how DC plan participants prefer to gather information to make financial decisions.

Regional Influences on Investor Decisions - Complete Bundle includes an exclusive overview of the regional differences between the geographical regions, as well as the detailed individual reports focusing on each region.  

Evolving Investor Attitudes and Behaviors highlights how investors feel about their financial futures today and compares those attitudes to the attitudes from the past.  

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?