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.  

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.  

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.

Primary Objective of Portfolio explores the motivations behind portfolio allocation.

There is no such thing as the average wealthy investor. Dozens of factors go into the decisions investors make when choosing how to invest their sizable amount of assets, and with each factor, there are a dozen unique responses. Every portfolio is shaped a bit differently, and advisors need to be cognizant of the pressures which alter the shape of every portfolio.

Regional Impact on Investors - South examines behaviors and attitudes of American investors in the states of Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, West Virginia and the District of Columbia.