News, Comment & Analysis results for Spectrem
Millionaire Investor Confidence Bounces To 2016 High - Spectrem
Spectrem's Millionaire Investor Confidence Index and Affluent Investor Confidence Index rose in
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,
The Influence Of "Gatekeepers" On Advisor Referrals - Spectrem
A recent report by Spectrem explored why financial advisors need to think carefully about how they
Why Wealthy Investors Change Their Advisors - Survey
As part of its annual Market Insights Report, Spectrem explored the factors that drive wealthy
Millionaire Investor Confidence Rose In February
Spectrem's Millionaire Investor Confidence Index and Affluent Investor Confidence Index rose in
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
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
What Makes Investors Switch Advisors? Spectrem Has Some Answers
Spectrem recently explored the factors that drive wealthy investors’ decision to change their
Millennials Overtake Baby Boomers As Largest Generation Yet - Advisor Implications
Despite continued industry hype around the burgeoning population of Millennials, nearly a quarter
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