Wealth Market Reports

Down to the Last Detail: Setting Your Financial Affairs in Order

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.

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Preferred Sales Approach: Capturing the Wealthy Investor

Wanting wealthier clients is a no-brainer for advisors. But advisors can use guidance in finding wealthy clients. Rather than attending golf clubs or charity soirees, advisors can use the experiences of wealthy investors to determine the best way to identify similar future clients.

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The Financial Impact of Military Involvement

According to the Department of Defense, there are over 1.3 million people in active duty

military today. That makes the Department of Defense the largest employer in the United
States. Spectrem research has historically shown that occupation impacts investment behavior,
decisions and preferences, so it is important for financial providers and advisors to fully
understand the behaviors of employees of the largest employer in the United States.
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High Income Millennials

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.

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High Net Worth Insights Journal

High Net Worth Insights provides insights into the needs and expectations of affluent and ultra-high net worth households, enabling financial advisors to strengthen their client relationships and position their services to attract new business.

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Ethnic Influences on Investment Decisions

Nearly every person is influenced in some way by their cultural heritage and background, and that influence can certainly carry over into matters related to personal finance and economics. This Spectrem Perspective takes steps toward understanding the influences.

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2019 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.  New this year - wealth management services.

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