News, Comment & Analysis results for Spectrem

Statistics
September 2, 2016

Millionaire Investor Confidence Bounces To 2016 High - Spectrem

Spectrem's Millionaire Investor Confidence Index and Affluent Investor Confidence Index rose in

Philanthropy
April 7, 2016

Philanthropists Choose Health As Top Cause In 2016 – Global Index

Health is the top cause for philanthropists this year, with the exception of those in Asia,

Strategy
March 31, 2016

The Influence Of "Gatekeepers" On Advisor Referrals - Spectrem

A recent report by Spectrem explored why financial advisors need to think carefully about how they

Strategy
March 4, 2016

Why Wealthy Investors Change Their Advisors - Survey

As part of its annual Market Insights Report, Spectrem explored the factors that drive wealthy

Surveys
March 1, 2016

Millionaire Investor Confidence Rose In February

Spectrem's Millionaire Investor Confidence Index and Affluent Investor Confidence Index rose in

Strategy
January 12, 2016

Client Referrals In Wealth Management: Forces At Play

While there are, clearly, a number of reasons why an investor may or may not feel inclined to refer

Surveys
October 27, 2015

Advisor Attributes That UHNWIs Like, Dislike The Most - Research

A new report has shed light on the main factors that shape an UHNW investor's decision when

Industry Surveys
September 17, 2015

What Makes Investors Switch Advisors? Spectrem Has Some Answers

Spectrem recently explored the factors that drive wealthy investors’ decision to change their

Statistics
August 28, 2015

Millennials Overtake Baby Boomers As Largest Generation Yet - Advisor Implications

Despite continued industry hype around the burgeoning population of Millennials, nearly a quarter

High Net Worth
May 26, 2015

Confidence Among Millionaire, Affluent Investors Grew In May - Spectrem

A look at the factors that helped shape Spectrem Group's latest millionaire and affluent investor

Comment & Analysis results for Spectrem