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2020 Market Insights Report

Published annually since 2004, Spectrem Market Insights 2020 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
  • High Income Millennials
  • Parenting and Financial Issues
  • The Financial Impact of Military Involvement
  • Regional Influences on Investor Decisions
  • Defining Financial Planning
  • Legacy 2.0: Baby Boomers and Inheritance
  • Down to the Last Detail: Setting Your Financial Affairs in Order
  • Preferred Sales Approach: Capturing the Wealthy Investor


Market Insights provides managers and decision-makers the tools they can use to determine how to approach current clients and prospects. It is vital research and 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. Now updated to provide Market Size numbers as of July 2020.

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