Investor Confidence Rises for Institutions, but Individuals Disagree
Institutions may be optimistic about stocks, but affluent investors are stashing cash.
Younger Investors Less Satisfied With Advisors
Spectrem Group’s newest research report analyzes the relationship between an investor and advisor for millionaires, UHNW and mass affluent.
Investor Confidence Ticks Up, Indexes Show
Outlooks for the economy and labor market have either improved or roughly stayed the same throughout August, three major confidence measures show.
The Freewheeling Life of the Virtual Advisor
What early adopters are finding on the advisory field's online frontier.
Global Investors Less Confident, but U.S. Affluent Index Surges
State Street and Spectrem confidence indexes paint a mixed picture for March.
U.S. Millionaire Households Hit New High
The number of millionaire households surpassed its prerecession high in 2013, Spectrem reported.
Half of Near-Retirees With 401(k)s Don’t Have an Advisor
A new study by the Spectrem Group’s Millionaire Corner found that half of 401(k) plan participants between 50 and 64 aren’t using a financial advisor.
Battered Boomers Shifting Retirement Goals and Mindsets
More than any prior generation, the soon-to-be-retiring baby boomers are concerned with continual earning and spending as they age.
Wealthy Investors Skeptical of Companies’ Socially Responsible Claims
Affluent investors tend to be skeptical of companies that proclaim they have a socially responsible strategy, wondering whether this is simply a public relations gimmick.
Alphabet Soup Decoded
It is obvious to financial advisors and wealth managers that our profession has grown incredibly complex. IMCA is part of the solution