Articles

SpectremAdvisor Articles

Best Practices in Client Management
Nearly half of the nation’s wealthiest individuals believe their financial needs require them to work with specialists at multiple firms.
Read More.......... [Need for Specialists Grows with Wealth]

Retirement Advisor
The retirement savings crisis in America is widely known by financial professionals, but is only starting to trickle into the consciousness of the public which it will affect most.
Read More.......... [Women Hardest Hit by Retirement Savings Crisis]

Spectrem Affluent Index - Articles
The Spectrem Affluent Investor Index (SAII)® stayed steady at –17, beginning the second quarter of 2008 with a dismal consistency, still near its all time low. This month’s SAII hovering was not mirrored by the Spectrem Millionaire Investor Index (SMII)®, which rose 4 points from –12 to –8, showing some optimism on the part of Millionaires.
Read More.......... [Millionaires Optimistic while Affluent Hold Steady Not Investing rises again]

Investing Articles
Wealthy individuals who have taken steps to establish a plan for transferring their wealth are more likely to have used a will than any other estate planning tool.
Register to read more... [Wills the First Choice of Wealth Transfer Tools]

Perception of Issues - Articles
Thinking about your household's investment portfolio, which one factor would you say most affects your investment plan today? (April 2006 to January 2007)
Register to read more... [January 2007: Watching the Market]

More...

<< Start < Prev 1 2 3 4 5 6 7 8 9 10 Next > End >>

Results 241 - 270 of 392

	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

Pulled 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.