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By Janet Levaux, AdvisorOne |
March 28, 2012
Strong gains in the U.S. equity markets, lower unemployment and encouraging news from the European debt crisis all contributed to a dramatic increase in economic optimism among high-net-worth and mass-affluent investors, according to Phoenix Marketing International.
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By James J. Green, AdvisorOne |
February 29, 2012
Spectrem Millionaire Confidence Index hits nine-month high; consumer confidence, Chicago PMI—even Ben Bernanke—points to a possible resurgence, but Spectrem’s Wolper warns about negative effect of rising gas prices.
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By Marlene Y. Satter |
October 26, 2011
Affluent women want more advice before they invest. Spectrem's Wolper suggests advisors spend more time with women and focus on planning rather than returns.
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By Melanie Waddell, AdvisorOne |
August 31, 2011
The Affluent Investor Confidence Index fell nine points in August to –18, its lowest level in a year, while the Million Investor Confidence Index fell four points in August to –9, remaining at a neutral level.
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By Savita Iyer-Ahrestani, AdvisorOne |
September 23, 2010
Spectrem study shows advisors, plan providers still not grabbing retirement assets in play
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By Ellen Uzelac |
September 1, 2010
John M. Ludwig knew he couldn't be all things to all clients -- but, like a lot of advisors, he tried. Three years ago, he...
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By Ellen Uzelac |
November 1, 2009
The lingering economic crisis has caused many clients to rethink retirement -- putting fundamentals like "How?" "What?" and "When?" into high relief. As George Walper, president...
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By Melanie Waddell, AdvisorOne |
August 28, 2008
Fees have become the top reason retirement plan sponsors switch providers, outpacing poor service, according to a new Spectrem Group report. Nearly one-third (30%) of plan sponsors cited cost/fees as the primary factor precipitating a change in plan providers, according to the report, "DC Market Needs."
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By Kara P. Stapleton |
October 1, 2007
It looks as if there's a group of people with a significant amount of money that are in need of your services when it comes...
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By Kathleen McBride, AdvisorOne |
March 1, 2006
Full-service brokers are regaining favor among affluent investors, according to the Spectrem Affluent Study 2005. But even as the research showed that more affluent investors...
