Advisors Losing ‘Significant’ Ground With Wealthy Clients: Spectrem
"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
The country’s wealthiest Americans show a significant increase in satisfaction with their financial advisor, Spectrem Group reports.
Seeking Wealthy Divorcées as New Clients
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
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
Still, both groups remain more upbeat about their financial situation and the markets, Spectrem and the Conference Board found.
Wealthy Investors Adopting Mobile Technology
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
Similar results of the Consumer Confidence Index survey show mixed sentiment in June
Divorcees, Widows Use Advisors More Than Men
Sixteen percent of divorced women in Spectrem’s study describe themselves as advisor-dependent, compared with 20% of widows.
Affluent, Millionaire Investors Losing Confidence: Spectrem
Affluent and millionaire investors are increasingly worried about the fragile state of the economy, according to the latest survey from Spectrem Group.
Investors Lost Confidence in April, Indexes Show
Along with the Consumer Confidence Index, State Street and Spectrem surveys make moderate dips in April as investors cool to market conditions.