Wealth Market Reports

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2021 Market Insights Report

Published annually since 2004, Spectrem Market Insights 2021 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
  • Coronavirus Pandemic Impact on Investors
    •  Impact of Coronavirus on Communication
    • Impact of Coronavirus on Meetings and Interactions
    • Impact of Coronavirus Post Vaccine  
  • The Advisor Relationship: How to Develop Loyalty and Trust
  • Generating Investment Income in a Low Interest Rate Environment
  • Portfolio Trends and Asset Allocation
    • Wealthy Investors Long-Term Outlook
  • Wealthy Women Attitudes and Behaviors

 

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. 

 

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