Wealth Market Reports

Price: $2,500.00
CLICK TO VIEW Terms and Conditions    
Purchase Now

You must accept the 'Terms and Conditions' before purchasing / downloading this product.

Executive Insight Series - Millionaire Q3 2015 - Advisor Relationships and Changing Advice Requirements

This 25 page in-depth report is a synopsis of the larger Spectrem Group research report for the third quarter 2015. The research was conducted with 1,494 Millionaire investors in the 3rd quarter and focuses on their use of advisors.  It answers the following questions: 

  1. What percentage of their assets do Millionaires allow their advisors to control completely and what percentage do they control? 
  2. What types of advisors do they use to manage their assets? 
  3. What factors do they consider when choosing a financial advisor? 
  4. How satisfied are Millionaires with their financial advisors? 

Available Now.  $2,500


Other Reports You Might Be Interested In: 

Executive Insight Series - Millionaire Q1 2015 - Financial Attitudes and the Investor's Mindset

Executive Insight Series - Millionaire Q2 2015 - Using Social Media and Mobile Technology in Financial Decisions

Why Investors Switch Advisors