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SpectremAdvisor Articles
Concern about Economic Stability Continues Cash and Stock investing rise Print E-mail
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Spectrem Affluent Index - Articles
As an arduous first half of 2008 came to a close, with June the worst for the SP This month’s Affluent decline was mirrored by the Spectrem Millionaire Investor Index (SMII)®, which dipped 3 points from -9 to -12, nearing its all-time low of –14 from April 2008.
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Half Plan to Transfer Wealth During Lifetime Print E-mail
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Investing Articles
Slightly more than half of affluent individuals intend to transfer at least some of their assets while they still are alive.

 

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January 2007: Investment Preferences Print E-mail
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HNW Advisor Articles
Despite an overall positive economic outlook, Millionaires and Affluent are a not aggressively entering the market. Those choosing to Not Invest rose sharply by +10 points in January, while Stock and Stock Mutual Fund investing dropped –6 points.
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Combined Statement Tops Services Print E-mail
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Best Practices in Client Management

Account aggregation has become more common than certain other services provided by financial advisors, according to a Spectrem Group survey of high net worth individuals.

 

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Boomers Drive Annuity Resurgence Print E-mail
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Retirement Advisor
After several rough years and a somewhat tarnished reputation, it is time for the re-emergence of the annuity. You might say, “What do you mean? The annuity has never gone away.” And you are correct that it hasn’t technically disappeared from the investment landscape. But the annuity has suffered a popularity challenge. In recent years annuities were perceived as over-priced and full of hidden fees. Though their standing in the minds of investors hasn’t changed much, in the next few years, these investment vehicles will make an overwhelming comeback, despite their reputation.
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Spectrem’s Advisor Insight Series

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NEW! Ten Critical Recommendations for Independent Advisors Post-Madoff
. Affluent Market Insights 2009 NEW!
. Retirement Market Insights 2009 NEW!
. Retain Your Clients During the Economic Crisis
International Investing
UHNW Professionals
Communicating Effectively with Investors
Affluent Women and Financial Decisions
Capturing High Balance IRA Rollovers
Future Trends in Financial Services
Insurance Opportunities in the Affluent Market
Meeting the Financial Needs of the Business Owners
Privacy Concerns of the Affluent Investor
The Perfect Advisor: Hiring the Right Skills Sets
Tax Planning and the Affluent Investor
The Use of Financial Planning in the Affluent Market

 

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Wealth Facts...Not Guesses

spectrem_index_icon.jpgPulled from our monthly research, Spectrem's Affluent Investor Index® (SAII) and Spectrem Millionaire Investor Index® (SMII) gauge the investment outlook of households with more than$500,000 of investable assets and $1 million of financial assets.

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