CHICAGO, IL--(Marketwired - Dec 30, 2014) - Despite lingering concerns about the economy, millionaire investors boosted the Spectrem Millionaire Investor Confidence Index (SMICI®) three points to 16, ...

CHICAGO, IL--(Marketwired - April 03, 2017) - Confidence among affluent investors was unchanged in March, Spectrem Group reported today in its High Net Worth Insights newsletter. However, the report ...

Many clients will fire an adviser that doesn’t return phone calls same day, according to research from Spectrem Group, but that’s far from the only client concern. Spectrem explores important elements ...

CHICAGO, IL--(Marketwired - Oct 20, 2015) - A new study from Spectrem Group reveals that wealthy investors are increasingly seeking engagement with their advisor on other aspects of their lives that ...

A substantial majority (98%) of affluent women say honesty and trustworthiness are key criteria for selecting financial advisers, the Spectrem Group found. Similarly, 95% of wealthy women say they ...

The use of social media increases with wealth level, but decreases with age level, as might be expected, according to a new study by Spectrem. But no matter who a financial advisor's clients are, ...

What advisors and their clients don’t know about each other may hurt them, according to new research. There’s a knowledge gap between financial advisors and their affluent clients, according to ...

High-balance retirement plan participants aren't showing much loyalty to plan providers when rolling assets into an individual retirement account, and this could be a major opportunity for advisers.

CHICAGO, IL, USA, April 15, 2020 /EINPresswire.com/ -- Following the initial shock of seeing their investment portfolios decline sharply over market concerns about ...

The Spectrem Millionaire Investor Index rose eight points in March to -26, returning to a “mildly bearish stance.” This rise comes after a 13-point decline that hit a near-record low of -34 in ...