Tom Wynn

• 

  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.

• Involved Pentamillionaires

  By Kara P. Stapleton  |  June 1, 2008

  The number of American millionaire households reached almost six million in 2007, according to Spectrem Group 's recent study, The Millionaire Investor, which is based...

• Web-Savvy Seniors

  By Kara P. Stapleton  |  March 1, 2008

  If you believe the stereotype that only relatively young people spend quality time online, you're apparently mistaken. A new survey by Spectrem Group found that...

• The Independent Advantage

  By Ellen Uzelac  |  June 1, 2007

  If you're an independent advisor, take a few seconds and feel the love. Industry research shows that more investors who chose an advisor within the...