Publications
Spectrem Group
Spectrem Group
Spectrem continually fields research to provide in-depth information regarding investors and other entities engaged in the investment and financial services industry.
Current Reports
Wealthy Investor Series - Attitudes and Behaviors
Wealthy Investor Series - Assets and Portfolios
Wealthy Investor Series - Investor Behavior and Digital Technology: Communicating with Advisors and Providers
$25 Million Plus Investor – America’s Wealthiest Households
Wealthy Investor Series - How Advisors Can Establish Deeper Client Relationships During a Recession
Wealthy Investor Series - Sources Investors Go To For Information
Wealthy Investor Series - Assets and Portfolios
Wealthy Investor Series - Investor Behavior and Digital Technology: Communicating with Advisors and Providers
$25 Million Plus Investor – America’s Wealthiest Households
Wealthy Investor Series - How Advisors Can Establish Deeper Client Relationships During a Recession
Wealthy Investor Series - Sources Investors Go To For Information
Reports By Category
Investor Information and Attitudes
Wealthy Investor Series - Attitudes and BehaviorsWealthy Investor Series - Investor Behavior and Digital Technology: Communicating with Advisors and Providers
Wealthy Investor Series - How Advisors Can Establish Deeper Client Relationships During a Recession
Wealthy Investor Series - Sources Investors Go To For Information
Generation Z: The Future of Investing
Financial Planning and Retirement
Wealthy Investor Series: Financial Security and WellnessWealthy Investor Series - Retirement Income Trends in the Low Interest Rate Environment
Down to the Last Detail: Setting Your Financial Affairs in Order
The Financial Impact of Military Involvement
Wealthy Investor Series: Defining Financial Planning
Advisor Client Communication and Relationships
Wealthy Investor Series - Investor Behavior and Digital Technology: Communicating with Advisors and ProvidersWealthy Investor Series - How Advisors Can Establish Deeper Client Relationships During a Recession
Wealthy Investor Series - Sources Investors Go To For Information
Spectrem Gauge
Voice of the Investor Series
Estate Planning
Centers of Influence: Understanding and Capitalizing on Their ReferralsDown to the Last Detail: Setting Your Financial Affairs in Order
Wealthy Investor Series: Parenting and Financial Issues
Legacy 2.0: Baby Boomers and Inheritances
The Charitable Giving Habits of Wealthy Investors