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2018 Market Insights Report

Published annually since 2004, Spectrem Market Insights provides an overview of the Affluent Market with key market research findings and critical insights on: 

  • Affluent market size by wealth level ($100K+, $1MM+, $25MM+)
  • Distribution of assets by wealth level
  • Summary of Spectrem’s Affluent Investor Indices
  • Investor Demographics
  • Household Finances
  • Distribution of Assets by Wealth
  • Millennial and Gen X Investors: Attracting the Next Generations of Wealth
  • The Legacy: How Investors are Impacted by Inheritance
  • The Professional Profile Series
  • Get Schooled on Educators
  • Get Up to Speed With Investors in Information Technology
  • Advisor Use and Asset Allocation
  • Advisor Dependency
  • Reasons for No Advisor
  • Advisor Communication
  • Successfully Growing Your Business With Wealthy Women

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.   


Click Here to Get the Most Up-To-Date Version - 2020 Market Insights now available!