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Spectrem Affluent Index

Spectrem's Affluent Investor Index Newsletter keeps you informed about the concerns of wealthy investors.

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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

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.

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What most affects your investment plans today

	Economic Environment
	Stock Market Conditions
	Household Income
	Household Cash Flow
	Retirement
	Job / Job Security
	Housing and Real Estate
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Advisors Meeting Financial Planning Needs of Most Investors

How do the HNW feel about the term Wealth Management

Does Madoff have HNW Investors Running Scared?

High Net Worth Professionals Need Your Help

Advisors on Trial

Online Presence More Important Than Ever

Keeping Client Loyalty During Uncertain Times

Now is the Time for Advisors to Invest

How Do Investors Learn about Fees

HNW Call-Back Expectations and Loyalty

Economic Woes Hit Home for Wealthy

Trends in the High Net Worth Market

Wealthy Reallocate Assets as the Crisis Continues

Setbacks Make for More Risk Tolerant Investors

Tax Season: Are Your Clients Ready as They Could Be?

Political Views Affect International Investing

The Future of Client Service

Responsiveness Key to Client Loyalty, Not Gifts

Perception vs. Reality

Editorial: Successful financial advising may mean less Control and more Collaboration

Shaking the Tree: Using theatre and philanthropy to help wealthy families find their path

Led by Independent and Family Foundations - America enters a Golden Age of Philanthropy

Future Thoughts on Talking to the Wealthy

Identity Theft Targets the Affluent

Do Not Be Afraid to Talk about Fees

Affluent Internet Use Decreases with Age but Increases with Wealth

What is Your Client's Risk Tolerence

From Cops to Doctors: A Cardiologist's Investments Give Him His Hearts Desire

What are the most important factors when the affluent choose an advisor?

Myth Vs. Reality - October 2007

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Spectrem’s Advisor Insight Series

	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

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What is the Spectrem Affluent Investor Index?

Insight 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

From the Get Rich at the Millionaire Corner Podcast series.
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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.