George H. Walper Jr.

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  Advisors Losing ‘Significant’ Ground With Wealthy Clients: Spectrem

  By Melanie Waddell, AdvisorOne  |  October 11, 2012

  "More than one-quarter of affluent investors in all three wealth segments think they do a better job of investing than their advisors,” says Walper of Spectrem Group.

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  Investor, Consumer Confidence Hit Lows in August

  By Janet Levaux, AdvisorOne  |  August 29, 2012

  Still, both groups remain more upbeat about their financial situation and the markets, Spectrem and the Conference Board found.

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  Affluent a Bit More Confident, but Very Concerned: Spectrem Poll

  By Janet Levaux, AdvisorOne  |  June 28, 2012

  Similar results of the Consumer Confidence Index survey show mixed sentiment in June

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  Affluent, Millionaire Investors Losing Confidence: Spectrem

  By Marlene Y. Satter, AdvisorOne  |  June 1, 2012

  Affluent and millionaire investors are increasingly worried about the fragile state of the economy, according to the latest survey from Spectrem Group.

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  Investors Lost Confidence in April, Indexes Show

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  Along with the Consumer Confidence Index, State Street and Spectrem surveys make moderate dips in April as investors cool to market conditions.

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  Millionaires’ Confidence in U.S. Economy Falls Again

  By Joyce Hanson, AdvisorOne  |  September 30, 2011

  The Spectrem Millionaire Investor Confidence Index sank for a fourth consecutive month in September.

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  Millionaires Losing Confidence in Economy: Spectrem Index

  By Joyce Hanson, AdvisorOne  |  July 27, 2011

  The Millionaire Investor Confidence Index dropped four points in July to its lowest level in nearly a year, consulting firm Spectrem Group President George Walper announced Wednesday.

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  Millionaires' Confidence Returns, Spectrem Finds

  By Janet Levaux, AdvisorOne  |  December 29, 2010

  The Spectrem Millionaire Investor Confidence Index is at its highest level since December 2007

• Wealthy Investors More Confident, But Still Cautious, Survey Finds

  By Janet Levaux, AdvisorOne  |  April 28, 2010

  The outlook of both affluent and millionaire investors remains neutral in April 2010, with some lingering uncertainty about the economy.

• 10 Tips to Winning in Tough Times

  By Ellen Uzelac  |  January 1, 2009

  Clients have never been more jaded, or advisors more fatigued. And no wonder. As advisor coach Matt Oechsli, who heads the Oechsli Institute in Greensboro,...