News, Comment & Analysis results for Spectrem Group

18 May 2015

Study Finds Why Investors Aren't Totally Convinced About Socially Responsible Investing

A survey appears to suggest that for some people, companies that claim they are socially...

Client Affairs
27 June 2013

US Supreme Court Ruling On Same-Sex Marriage: Wealth Management Impact Mulled


Industry Surveys
28 February 2013

Wealthy Investors Worry About Looming Budget Cuts

Confidence among millionaire investors plummeted 10 points to 1 in February, according to...

21 November 2012

Wealthy Individuals Plan To Give Generously Over Holiday Season

Most Americans plan to give generously over the holiday season, with wealthier individuals more...

1 November 2012

US Millionaires Become More Confident On Markets, Economics - Spectrem Survey


1 November 2012

Millionaire Household Confidence Hits Six-Month High - Spectrem Group


Family Business Insights
30 October 2012

How Business Owners Differ From Other Investors - Spectrem Research


11 October 2012

UHNW Investors Less Satisfied With Their Advisors Than A Year Ago - Spectrem Study

The number of ultra-wealthy investors who are satisfied with their financial advisor has fallen...

27 September 2012

Millionaire Household Confidence Makes Biggest Leap Since May - Spectrem Group


High Net Worth
30 August 2012

Millionaire Household Confidence Hits 10-Month Low - Spectrem Group


Comment & Analysis results for Spectrem Group

Client Affairs
28 June 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
23 April 2012

The Worries Of The UHNW - Spectrem Group Survey

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

1 March 2011

UHNW Using Mobile Tech As Key Wealth Building Tools

The ultra wealthy are increasingly embracing improving mobile technologies as key wealth building...