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.

This study examines the manner in which investors allocate their assets, noting the percentage of assets considered investable, and how those investable assets are spread among the many products available. 

Evolving Investor Attitudes and Behaviors 2020 compares how investors feel about their financial futures today to those attitudes from the past. Future expectations are addressed, as as specific opinions regarding American politics and taxes, specifically the upcoming Presidential election. 

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.

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.

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

Parenting and Financial Issues examines how becoming a parent impacts financial decisions and attitudes.

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.

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.