Spectrem Group

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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.

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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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  Top Firms for 401(k) Rollovers by IRA Investors

  By Danielle Andrus, AdvisorOne  |  September 8, 2011

  Fidelity is the most likely firm to be chosen by investors looking for somewhere to roll their 401(k) assets to.

• 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.

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  Facebook Use Doubles Among Millionaires in 2011

  By Danielle Andrus, AdvisorOne  |  August 16, 2011

  Don’t disregard Facebook—a report from Spectrem says the number of millionaires who use the site has doubled since 2010 to 46%. Meanwhile, Chad Bockus' Socialware has secured $7 million via Morgan Stanley to enhance its platform.

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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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  Spectrem Affluent Investor Confidence Index Plummets in June

  By Joyce Hanson, AdvisorOne  |  June 29, 2011

  The Spectrem Affluent Investor Confidence Index plunged 11 points in June—the biggest drop in more than three years.

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  Mass Affluent’s Top Reason for Picking an Advisor

  By Marlene Y. Satter, AdvisorOne  |  June 2, 2011

  Where once the mass affluent looked to performance and risk level, they have changed their reasons in 2011 when picking an investment provider, according to data from Spectrem Group in its new report, "Mass Affluent Investors 2011, Vol. 1," released Wednesday.

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  Affluent Investors More Confident Than Millionaires: Spectrem

  By Marlene Y. Satter, AdvisorOne  |  May 25, 2011

  Affluent investors’ confidence passed that of millionaires for the first time since April 2008, according to Spectrem Group President George H. Walper Jr.

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  Advisors Take Note: Millionaires Tired of Handling Investments

  By Marlene Y. Satter, AdvisorOne  |  May 24, 2011

  Millionaires just aren’t having as much fun managing their own money these days. Not only that, they’d rather that someone else did it for them—so says a new Spectrem Group study, “Millionaire Investors 2011, Vol. 1,” released Tuesday.