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. 

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.

There are two types of investors in the world, those that use an advisor and those that don’t. Understanding how these investors make decisions and behave is key to determining if they
can be converted into a client.

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.

Nearly every person is influenced in some way by their cultural heritage and background, and that influence can certainly carry over into matters related to personal finance and economics. This Spectrem Perspective takes steps toward understanding the influences.

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.