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.  

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.  

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.

Ethnicity DOES Impact Investing takes a first step in understanding the influences of ethnicity on wealthy investors and their financial attitudes and behaviors. 

Primary Objective of Portfolio explores the motivations behind portfolio allocation.