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Affluent Market Insights 2010

Affluent Market Insights 2010

Due to the economic crisis experienced in late 2008 the population of Millionaires in the United States dropped 27%. In 2009, the number of Millionaires rebounded by 16% due to the increase in the stock market. While investors in 2008 were in a panic about market conditions and the economy, today the dust has settled and investors are holding tight to any gains they have received.

Spectrem’s Affluent Market Insights 2010 contains these findings and more to help you effectively serve and understand Affluent investors in 2010.

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High Net Worth Advisor Insights Newsletter

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This monthly e-newsletter focuses on how and why investors choose advisors, as well as their current expectations and needs. See site Subscription Plan III.

Poll

What most affects your investment plans today
 
HNW Call-Back Expectations and Loyalty Print E-mail
User Rating: / 2
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? 
Read More.......... [HNW Call-Back Expectations and Loyalty]
 
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.

 

Read More.......... [Advisors Strongly Influence Rollovers]
 
Where are Participants Getting Financial Information? Print E-mail
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Retirement Advisor

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Do they go to friends and family, the plan website or other financial websites, or to an advisor? Spectrem asked an open-ended question to try and find the answer. Those surveyed were asked to name the sources they were most likely to turn to for the information needed to manage their investments. The most frequently cited information sources were the Internet (excluding the plan provider web site) (50%) and professional advisors (46%).

Read More.......... [Where are Participants Getting Financial Information?]
 
When Does Risk Tolerance Change? Print E-mail
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Retirement Advisor
risk tolerance.jpgOne could reasonably assume that investment strategies geared toward saving for retirement usually don’t change drastically over a period of a few years, especially in the context of mutual fund type investments, so it is surprising to see that 41% of the participants have changed course in their retirement investing one way or another per a recent Spectrem Perspective™.
Read More.......... [When Does Risk Tolerance Change?]
 
Educating the HNW on Trusts is Paramount Print E-mail
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HNW Advisor Articles
trust_girls.jpgThe 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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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 are investing today

FREE Subscription - Spectrem Affluent Investor Index (SAII) series. 

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You've seen our research headlined in the financial press. Now you can get the in-depth scoop first, as well as be advised of breaking trends and insights about the affluent market.

What is the Spectrem Affluent Investor Index?

spectrem_index_icon.jpgInsight into wealth facts...not guesses. 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.  

Our index explores investor attitudes regarding economic outlook, hypothetical investment preferences and actual investment intentions for the coming month.

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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.

Register for FREE Subscription.