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.

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 Impact on Investors - 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?

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.