Centers of Influence: Understanding and Capitalizing on Their Referrals
Accessing and properly leveraging centers of influence is critical for growth in the Wealth Management Industry.
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Down to the Last Detail: Setting Your Financial Affairs in Order
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.
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Wealthy Investor Series: Parenting and Financial Issues
Parenting and Financial Issues examines how becoming a parent impacts financial decisions and attitudes.
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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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The Charitable Giving Habits of Wealthy Investors
The Charitable Giving Habits of Wealthy Investors explores the attitudes and behaviors wealth investors have in regards to charitable giving, donor-advised funds and impact investing.
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Legacy 1.0: Impact of Inheritance
For many households, receiving an inheritance is a tipping point on whether to engage a financial advisor. With this influx of money comes questions, concerns and opportunities for which investors may seek the expertise of a financial professional.
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Down to the Last Detail: Setting Your Financial Affairs in Order
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.
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Down to the Last Detail: Setting Your Financial Affairs in Order
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.
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Choosing a Trustee
Only a small percentage of investors currently use an institution as a trustee of their trusts. In fact, Spectrem research indicates only 14 percent of households with $5 million to $25 million in net worth use a corporate trustee, despite the fact that 49 percent currently hold assets in a trust. Why are these investors not using a corporate trustee? What would make them change their mind? As for those investors using a corporate trustee, what factors influenced them to choose a particular organization.
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Centers of Influence and Gatekeepers: Their Influence on Referrals and Wealth Transfer
Gatekeepers, especially lawyers and accountants, have an enormous impact on the ability of a financial advisor or provider having access to new clients. Additionally, the ability of an organization to retain family assets is also linked to the recommendations made to beneficiaries as well as the access allowed by the family attorney or accountant. The gatekeepers often represent the most trusted family advisor and many successful financial advisors rely on these individuals to build their business.
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