Spectrem Group

• 

  Stock Market Rally Means 400,000 New Millionaires

  By John Sullivan, AdvisorOne  |  March 15, 2013

  The recent stock market rally has been good for investors—and by extension advisors. But will it last?

• 

  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.

• 

  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.

• 

  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.

• 

  Wealthiest Americans Are Pleased With Their Advisors

  By Danielle Andrus, AdvisorOne  |  October 1, 2012

  The country’s wealthiest Americans show a significant increase in satisfaction with their financial advisor, Spectrem Group reports.

• 

  Seeking Wealthy Divorcées as New Clients

  By Olivia Mellan, Sherry Christie  |  September 25, 2012

  If you’re looking for an attractive source of new business, you might consider high-net-worth divorcées who aren’t being well-served by their current advisor.

• 

  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.

• 

  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.

• 

  Wealthy Investors Adopting Mobile Technology

  By Danielle Andrus, AdvisorOne  |  July 20, 2012

  Wealthy investors are taking up social media and mobile technology in increasing numbers, the Spectrem Group found in a survey released Thursday.

• 

  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