Wealth Market Reports

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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Legacy 2.0: Baby Boomers and Inheritances

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.

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2019 Market Insights Report

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.  

 

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Ethnicity DOES 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. 

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