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2019 Market Insights Report

Published annually since 2004, Spectrem Market Insights 2019 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
  • When Health Impacts Wealth
  • The Financial Literacy Gap Among Millionaires
  • The $25 Million Plus Investor
  • Investor Perceptions of Socially Responsible Investing
  • Investor Attitudes and Ownership of Insurance Products
  • Defining Wealth Management 
  • Portfolio Decision Making
  • Advisor Communication
  • Widows and Divorcees: Empowering Women in Transition


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 profiling the state of the market and how investor demographics, preferences and behaviors have changed in a volatile world economic environment.   


For our newest version - 2020 Market Insights, please click here.

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