Wealth Market Reports

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2016 Market Insights Report

Published annually since 2004, Spectrem Market Insights Report 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 Profile
  • Millennial Investors
  • Professional Advisor Usage
  • Client Loyalty
  • Business Owners

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.  


Other Reports You Might Be Interested In:

Why Investors Switch Advisors

Client Loyalty Among Affluent Investors

Business Owner Challenges and Opportunities


Articles You Might Be Interested In: 

Where Does Wealth Go? 

Do Wealthy Investors Know What a Fiduciary Is?

Market Insights: Meet the Wealthy Investor