News, Comment & Analysis results for Spectrem

Practice Strategies
June 15, 2023

The Household Management Gap: An Opportunity To Ease Families’ Everyday Frustrations

The chaos that comes with managing a complex household is an everyday source of frustration, in the

People Moves
October 4, 2022

Summary Of North American Moves In Wealth Management – August 2022

August was, despite being a vacation month, a relatively busy month for moves and appointments in

People Moves
August 22, 2022

FOX Names Interim Membership Co-Presidents

The pair fill a position vacated after the recent death of Glen Johnson, who had been membership

March 15, 2019

America Minted More Millionaires In 2018 But Pace Decelerated

The growth rate in households with net wealth of $25 million and above decelerated sharply in 2018.

December 7, 2018

Millionaire Investor Mood Recovers Slightly

Among high net worth investors sentiment slightly improved in November but is still some way off

Investment Strategies
June 2, 2017

US Political Dramas Prompt Millionaire Investors To Turn Gloomy

The political dramas in Washington DC have caused wealthy investors to cut risk exposures, leading

April 21, 2017

Being Rich Doesn't Save HNWIs From Retirement, Illness Worries - Study

Another US survey says that being wealthy is no protection against worries about getting seriously

WM Market Reports
April 18, 2017

Even UHNW Investors Fret About Retirement Income - Study

Large wealth does not mean those who hold it are unconcerned about old age and retirement income, a

Market Research
December 5, 2016

Investors Still Not As Satisfied With Advisors As Before Recession - Research

The report examines the role trust plays in influencing how investors choose and work with their

Investment Strategies
October 4, 2016

Political Environment Dampens Millionaire Investor Confidence - Spectrem

Spectrem's Millionaire Investor Confidence Index hit a four-month low in September, propelled by

Comment & Analysis results for Spectrem

Client Affairs
June 28, 2012

The Financial Behavior Of HNW Female Divorcees, Widows - Spectrem Report

Wealth managers need to take note of the behavior of widowed and divorced women who are taking

Client Affairs
April 23, 2012

The Worries Of The UHNW - Spectrem Group Survey

Ultra high net worth individuals are still in wealth preservation mode, according to the latest