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

Now that Baby Boomers are actively rolling over assets into IRAs, how are they making decisions?  What role does technology play?  Are they using an advisor?  How many are consolidating accounts?  How should the industry change to accommodate rollovers?

Attitudes, Concerns the Upcoming Election and the Coronavirus Pandemic addresses attitudes and behaviors of plan participants in 2020. Other topics discussed include the upcoming election as well as the current coronavirus pandemic and participants concerns regarding the impact it has had. 

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

In order to understand how investors are feeling about their investments and their financial advisors post-Corona crash, Spectrem is conducting primary research during the month of May. 

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

There are numerous ways in which a person can obtain wealth. But there are factors that lead to individual wealth. Some of them are inherent, such as receiving an inheritance. But most others come from the way a person lives, and the methods they employ to add to their personal financial standing.

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.