Technology, social media, and virtual communication have become daily influences on how investors live their lives. This has made it essential for advisors and providers to evolve and communicate through these new methods.
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The recession and volatile stock market has taken a toll on client/advisor relationships. This strain has impacted the loyalty clients feel towards their advisor, and is causing an increase in the number of investors who would consider changing their advisor. Advisory firms need to be aware of client attitudes towards their advisor, and should conduct a client satisfaction survey to understand where there are areas of opportunity to increase loyalty, resulting in an increase in AUM and revenue.
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Investors are inundated with information from every angle. Financial information is available through a wide variety of platforms, and is accessible 24/7. It is challenging for investors to discern what sources of information should be trusted, and what individuals should be listening to outside of their financial 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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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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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.
We identify the national and personal concerns of investors post pandemic and amid evolving international events. Discover how advisors can assist their clients during these uncertain times.
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The research included in this report identifies how investors are gathering investment and account information today as well as what they will require in the future. Financial advisors and providers can use this information as a blueprint for future investment in their own digital capabilities.
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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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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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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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***UPDATE***
Market Insights 2022 is now available. Click HERE to purchase.
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.
Financial advisors typically meet face-to-face with their clients at least annually with many meeting as frequently as quarterly. But the pandemic has changed the habits and attitudes of investors regarding these meetings. For most, any meetings in the last six months between financial advisors and their clients have been virtual. Will this be the model for the future or will the traditional face-to-face model return.
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Your clients and prospective clients who are still in the workplace have myriad pressures that occupy their minds. While they are interested in seeking their investments grow and provide for their eventual retirement, they simply cannot think about those investments or their portfolio constantly while also trying to run a business or operate within a business or work environment.
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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.
Investors with a net worth in excess of $25 million are one of the most sought-after clients in the financial services industry. These individuals need very unique and specific guidance and
Understand how clients use social media and how they can best be reached using those platforms. Gain insights into preferred platforms and consumption behavior.
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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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Evolving Investor Attitudes and Behaviors 2020 compares how investors feel about their financial futures today to those attitudes from the past. Future expectations are addressed, as as specific opinions regarding American politics and taxes, specifically the upcoming Presidential election.
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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.
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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.
Regional Influences on Investor Decisions - Complete Bundle includes an exclusive overview of the regional differences between the geographical regions, as well as the detailed individual reports focusing on each region.
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Regional Influences on Investor Decisions - South examines behaviors and attitudes of American investors in the states of Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, West Virginia and the District of Columbia.
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Regional Influences on Investor Decisions - Northeast examines behaviors and attitudes of American investors in the states of Connecticut, Delaware, Maine, Massachusetts, New Hampshire, New Jersey, New York,Pennsylvania, Rhode Island and Vermont.
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Regional Influences on Investor Decisions - Mountain West examines behaviors and attitudes of American investors in the states of: Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Oklahoma, Texas, Utah and Wyoming.
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Regional Influences on Investor Decisions - Midwest examines behaviors and attitudes of American investors in the states of Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota and Wisconsin.
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Market Insights provides managers and decision-makers tools which can help shape a firm’s vision and aid in the determination of where to spend development dollars. It is an indispensable tool profiling the state of the market and how investor demographics, preferences and behaviors have changed in a world economic environment where markets are volatile and uncertainty prevails.
The Wealthiest Americans: $25 Million Plus Investors - 2018 is the sixth in a series since 2007. Twenty-five million plus investors remain the most sought-after clients in the financial services industry. These individuals and families need guidance and assistance in managing their wealth, as well as support and direction in all facets of their life. Business succession and estate planning are critical to these investors. Interest in alternative investments and other emerging investment products make this segment unique from other less wealthy households. The complexities of multi-generational wealth planning and asset transfer provide a unique opportunity for qualified financial service providers.
Widows and Divorcees represent a significant portion of households. Widows and Divorcees: Empowering Women in Transition is an impactful study that will give advisors and providers a clear understanding of how they can best serve these clients who are highly motivated to set financial goals, take stronger control of their finances and be more active stewards of their own financial future.
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Market Insights provides managers and decision-makers tools which can help shape a firm’s vision and aid in the determination of where to spend development dollars. It is an indispensable tool profiling the state of the market and how investor demographics, preferences and behaviors have changed in a world economic environment where markets are volatile and uncertainty prevails.
You've seen the headlines: "The Great Wealth Transfer Has Started".
As the Baby Boomer generation ages over the next several decades, a reported $30 trillion in assets is forecast to be transferred to their Gen X and Millennial children. Advisors and providers face unprecedented challenges and opportunities to keep these assets "in-house".
Evolving Investor Attitudes and Behaviors 2020 compares how investors feel about their financial futures today to those attitudes from the past. Future expectations are addressed, as as specific opinions regarding American politics and taxes, specifically the upcoming Presidential election.
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Evolving Investor Attitudes and Behaviors 2020 compares how investors feel about their financial futures today to those attitudes from the past. Future expectations are addressed, as as specific opinions regarding American politics and taxes, specifically the upcoming Presidential election.
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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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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.
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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.
Read More