Wealth Market Reports
Investor Information and Attitudes

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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2022 Wealthy Investor Series: Investor Attitudes and Behaviors

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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Wealthy Investor Series - Investor Behavior and Digital Technology

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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Wealthy Investor Series: Financial Security and Wellness

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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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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2021 Market Insights Report

***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. 

 

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Communication Post Pandemic

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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Working With The Working Investor

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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Mass Affluent Investors in 2020

Sometimes it’s all about perspective.  The market volatility and economic shutdown that occurred in the spring of 2020 had a significant impact on investors and households across the U.S.  Months later, markets have rebounded but the economy is still slow to recover especially for business owners of all types.  So how are investors feeling about their own financial recovery several months after the crash in March of 2020?
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2020 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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$25 Million Plus Investors 2021

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

assistance in managing their wealth.
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Wealthy Investor Series - Digital Technology and Financial Behaviors

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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Wealthy Investor Series - Retirement Income Trends in the Low Interest Rate Environment

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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Wealthy Investor Series: Evolving Investor Attitudes and Behaviors 2020

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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High Income Millennials

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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Converting Self-Managed Investors - A Spectrem Group Market Insights Report

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.

 

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Regional Influences on Investor Decisions - Complete Bundle

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

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 - Pacific Coast

Regional Influences on Investor Decisions - Pacific Coast examines behaviors and attitudes of American investors in the states of Alaska, California, Hawaii, Oregon and Washington. 
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Regional Influences on Investor Decisions - Northeast

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

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

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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2019 Market Insights Report

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.  

 

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The Wealthiest Americans: $25 Million Plus Investors - 2018

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.

 
 
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Widows and Divorcees: Empowering Women in Transition

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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2018 Market Insights Report

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.  

 

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Millennial and Generation X Investors: Attracting the Next Generations of Wealth

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".  

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Wealthy Investor Series: Evolving Investor Attitudes and Behaviors 2020

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. 

Read More

Wealthy Investor Series: Evolving Investor Attitudes and Behaviors 2020

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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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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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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High Income Millennials

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

High Income Millennials

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