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Level I - Free

spectrem_index100.pngindex_small_march.jpgClick on the "Free" button to register now.
Restricted web articles are available at this level.

The Spectrem Affluent Index Newsletter examines the investment outlook of households with $500,000 and $1 Million of investible assets, exploring economic concernsi, investment preferences and intentions for the coming months. (Member only e-scription 12 issues/year)  - Plus hundreds of tips and articles to help build your advisory practice, and "first look" at new community features and articles added each month

Click on the "Free" button and register to download publications now.

Level II - $49.95

spectrem_affluent_market_insights.jpgAffluent Market Insights 2008, includes analysis and charts you may use in your personal presentations. This annual compilation includes key information about the affluent investor market, with demographics on affluent market size, distribution of assets, primary advisors, and more (16 pages, 1 year access to report, and chart downloads).

This subscription also includes our report Communicating Effectively with Investors. In a world full of cell phones, instant messaging, email and PDAs, investors are expecting higher levels of communication from advisors. What are the best ways to meet their needs? (10 pages with 11 charts).

Includes: All the Benefits in Level I.

Level III - $195.00

hnw_newsletter100.pngHigh Net Worth Advisor Insights - Previously only available to large financial institutions, this monthly e-newsletter is targeted to advisors and financial firms seeking insights into serving wealthy individuals. It focuses on how and why investors choose advisors, as well as their expectations and their needs, and is backed by Spectrem Group's decades of primary research into the affluent market

(12 monthly issues, 8 pages, downloads).

Includes: All the Benefits and Publications in Level I and Level II.


 

Level IV - $295.00

The Spectrem Advisor Insight Series are reports produced expressly for financial and investment advisors. Condensed from our ongoing research, each publication is filled with investor research that advisors find useful in identifying client opportunities to increase revenue, improve service and refine their wealth management practice.

Available for download right now!

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Affluent Market Insights 2008
Retirement Market Insights 2008
The Perfect Advisor
The Use of Financial Planning in the Affluent Market
Privacy Concerns of the Affluent Investor
Insurance Opportunities in the Affluent Market
Capturing High Balance IRA Rollovers
Affluent Women and Financial Decisions
Tax Planning and the Affluent Investor
Communicating Effectively with Investors
Meeting Affluent Investors Needs through International Investing

These reports will be added in the coming months (one per month).

  • UHNW Professionals
  • Meeting the Financial Needs of Business Owners
  • Future Trends in Financial Services
Includes: All the Benefits and Publications in Level I, Level II and Level III.