HNW Advisor Articles

SpectremAdvisor Articles for HNW Advisors

HNW Advisor Articles
For the first time in five months the Household Outlook rose above zero, with the strongest single-month increase in a year. Showing a more than cautious rise in optimism about the economy and household income.
Read More.......... [Affluent Household Outlook]

HNW Advisor Articles
Do 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?
Read More.......... [HNW Call-Back Expectations and Loyalty]

HNW Advisor Articles
In today’s world of information abundance, investors have a slew of options available when it comes to investment research. Whether you’re talking about examining financial statements or sorting through the plethora of analyst opinions, investors are limited only by the amount of time they’d like to devote to research. Just as consumers conduct research before purchasing a big ticket item, such as an automobile or a big screen television, investors conduct investment research in order to make informed decisions that will hopefully lead to higher returns.
Register to read more... [The Importance of Investment Research]

HNW Advisor Articles
The perception of providers by High Net Worth investors is a key to understanding how they interact with advisors. Predicting what types of firms the wealthy will choose and what make those firms attractive can be a great tool to use when planning company strategy.
Read More.......... [Investors Rank Their Providers]

HNW Advisor Articles
The trend towards non-managed accounts necessitates the importance of understanding and meeting the needs of individuals who choose to self-trustee. Because of this, banks must take every opportunity to educate the affluent on trusts and self-trustee.
Read More.......... [Educating the HNW on Trusts is Paramount]

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Results 19 - 27 of 51

	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.