This report examines the manner in which investors allocate their assets and how those investable assets are spread among the many products available. It also demonstrates which providers investors prefer, in general and in specific services provided. 

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.

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.

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.

Defining Financial Planning examines how investors define financial planning and provides advisors and providers with an awareness of client expectations regarding what is to be included in a financial plan.   

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.