Wealth Market Reports

2021 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.

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Millennial and Generation X - Today’s Generation of Client

Millennial and Gen X investors have come of investment age, marking a shift in wealth ownership in the United States.  This asset shift comes with the need for financial advisors and providers to understand how these investors want to engage with financial professionals and comprehend their attitudes and preferences regarding financial matters.

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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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Wealthy Investor Series: Wealth Management Redefined
How investors' emotions and behaviors are changing the definition of a wealth manager.  What services should be included in wealth management?  Is their advisor a wealth manager?  Are they willing to pay more for wealth management?
For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346
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Generation Z: The Future of Investing

The first look at the newest generation of investors.  How will they differ from Millennials and other generations in terms of investing?  Are they using an advisor and if not, when do they anticipate hiring one?  How likely are they to inherit assets in the next 5 to 10 years?  If they do receive an inheritance in the next 5 to 10 years, what are their advisor plans?  What would impact their decision as to when to start working with an advisor?

For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346

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2022 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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ESG and Social Investing

This research will ask wealthy investors their knowledge of ESG investing and probe into where they obtain their information.  Spectrem insights will help you and your firm meet the changing needs of your clients regarding ESG investments.

For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346.

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Wealthy Investor Series: Portfolios and Asset Allocation

This study illustrates how investors allocate their assets, including the percentage of assets considered investable, and how those investable assets are allocated among the many products available.  It also includes an examination of how assets within retirement and managed accounts are allocated.

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