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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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Move into a New Market: Affluent Professionals need your help!

Religious, Education and Social Service Top Affluent Charitable Giving

Rich Professionals Need Help

The Millionaire Woman: How is she different?

Myth vs. Reality: Women and advisors

Affluent Choices of Best Financial Firms : Register to read more...

Focus Group Finding: Affluent Women Satisfied with Advisors : Register to read more...

Advisor Dependence Declines : Register to read more...

Financial Planners Get Vote of Confidence : Register to read more...

Why Do You Change Advisors? : Register to read more...

Affluent Women Unimpressed By Advisor Tools : Register to read more...

Advisors Mistakes Not Easily Forgiven : Register to read more...

No Gender Difference Among Advisor-Assisted : Register to read more...

Investors Divided Over Advisor Loyalty : Register to read more...

Young Expect More of Advisors : Register to read more...

Young Investors Not Choosing Parent Advisors : Register to read more...

Advisor Communications Found Lacking : Register to read more...

Combined Statement Tops Services : Register to read more...

Advisor Selection Criteria Differ by Age : Register to read more...

Brokers Favored as Primary Advisor : Register to read more...

Women Pick Advisors Based on Referrals : Register to read more...

Investors Seek Responsive Advisors : Register to read more...

Telephone Contact Preferred

Need for Specialists Increases with Wealth

Advice Most Sought by Very Rich

Loss of Trust Prompts Provider Switching

Telephone Tops Communication Options

More Choices Sought from Advisors : Register to read more...

Need for Specialists Grows with Wealth

Advisor Dependence Declines : Register to read more...

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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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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.

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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.