George Walper

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  Affluent Investors More Confident but Still on the Sidelines

  By Gil Weinreich, AdvisorOne  |  October 31, 2012

  Results of a monthly survey show that affluent investors are a happier lot than they have been in the past half year, though they still have a way to go toward fairly being described as confident.

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  Where the Clients Are: Facebook

  By Danielle Andrus, AdvisorOne  |  October 22, 2012

  Almost three-quarters of DC plan participants use Facebook, Spectrem found—and usage varies only slightly by age.

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  Fiscal Cliff, Poor Returns Push Wealthy Into Alternatives: Spectrem

  By Michael S. Fischer  |  September 11, 2012

  Uncertainty about the fate of the Bush tax cuts and unsatisfactory returns are driving wealthy investors to seek higher performance in alternative investments, according to a new study by Spectrem Group.

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  Investor Confidence Way Up, but Not Equity Allocation

  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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  Have We Turned the Confidence Corner? Millionaires Think So

  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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  Advisors Fail Affluent Women, Spectrem Group Says

  By Marlene Y. Satter, AdvisorOne  |  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.

• Affluent Investor Confidence Index Dropped Sharply in August

  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.

• The Rollover Opportunity Remains: IA Retirement Plan Advisor for September 2010

  By Savita Iyer-Ahrestani, AdvisorOne  |  September 23, 2010

  Spectrem study shows advisors, plan providers still not grabbing retirement assets in play

• Professionalizing Your Practice

  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...

• The Future of Retirement Income

  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...