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SpectremAdvisor Articles
Winning Over the Self-Directed Investor through Speacialization Print E-mail
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HNW Advisor Articles
Over one quarter of affluent investors identify themselves as Self-Directed in their investment approach, meaning they do not consult with or utilize a financial professional. How can an advisor gain a relationship with these investors?
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HNW Call-Back Expectations and Loyalty Print E-mail
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Best Practices in Client Management
what_is_an_acceptable_timeframe_for_a_financial_advisor_to_return_your_calls_350.jpgDo you or your firm have a policy about client call-backs? How long should it take you to call back a client? More importantly, how long do they expect to wait, and how does this affect a client’s loyalty? 
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Primary Advisors Used for Managed Accounts Print E-mail
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Product Trends

High net worth individuals are more likely to obtain a managed investment account through their primary advisors than any other financial product.

 

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Planning Becomes Key Objective Print E-mail
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Retirement Advisor
While investment education continues to be a key participant communication objective, retirement planning for plan participants is becoming increasingly important to plan sponsors.
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Advisors Strongly Influence Rollovers Print E-mail
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Retirement Planning - Articles

advisor_pic.jpgThose who are forced to evaluate the rollover options of their employer-provided retirement plans are most likely to turn to a financial advisor for help in making a decision.

 

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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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How the Wealthy Invest Now

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From the Get Rich at the Millionaire Corner Podcast series.
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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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