Investors reassessed their overall financial wellness in 2020 as the market and economy took a dive due to the pandemic. Were investors financially protected? Did their investments include risk protection assets such as insurance? Was their portfolio properly allocated to include assets not subject to the market volatility? And as more financial transactions are digital, are they protected from hacking and other types of fraud?
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Interest rates are expected to remain low for some time into the future. Understand how that impacts the opinions and concerns of your clients regarding retirement.
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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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According to the Department of Defense, there are over 1.3 million people in active duty
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.
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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 explores the attitudes and behaviors wealth investors have in regards to charitable giving, donor-advised funds and impact investing.
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Analyzes how wealthy investors define wealth management, their opinions on wealth management fees, and the services they expect to receive as part of wealth management.
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Analyzes how wealthy investors define wealth management, their opinions on wealth management fees, and the services they expect to receive as part of wealth management.
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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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Parenting and Financial Issues examines how becoming a parent impacts financial decisions and attitudes.
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Parenting and Financial Issues examines how becoming a parent impacts financial decisions and attitudes.
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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 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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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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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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