Wealth Market Reports

Millennial and Generation X Investors: Facing Another Crisis

In a span of 20 years, those in Generation X have experienced the dot-com bubble, the great recession and are now dealing with the ongoing challenges and uncertainty presented by the Covid-19 pandemic.  The Millennial generation has also experienced the same uncertainties.

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How Advisors Can Increase Referrals and Satisfy Clients

Investors identify how their advisor relationship will evolve as they assess the past 12 months of turmoil.  Will they require more advice or less?  How satisfied are they with their advisors during the market volatility of 2020?  What services are lacking from their advisor.  How will the pandemic redefine the client-advisor relationship including communication methods.

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2021 Market Insights Report

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. 

 

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Communication Post Pandemic

Financial advisors typically meet face-to-face with their clients at least annually with many meeting as frequently as quarterly.  But the pandemic has changed the habits and attitudes of investors regarding these meetings.  For most, any meetings in the last six months between financial advisors and their clients have been virtual.  Will this be the model for the future or will the traditional face-to-face model return.

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Working With The  Working Investor

Your clients and prospective clients who are still in the workplace have myriad pressures that occupy their minds.  While they are interested in seeking their investments grow and provide for their eventual retirement, they simply cannot think about those investments or their portfolio constantly while also trying to run a business or operate within a business or work environment.

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Mass Affluent Investors in 2020
Sometimes it’s all about perspective.  The market volatility and economic shutdown that occurred in the spring of 2020 had a significant impact on investors and households across the U.S.  Months later, markets have rebounded but the economy is still slow to recover especially for business owners of all types.  So how are investors feeling about their own financial recovery several months after the crash in March of 2020?
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2020 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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