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.
Investor Confidence Way Up, but Not Equity Allocation
Strong gains in the U.S. equity markets, lower unemployment and encouraging news from the European debt crisis all contributed to a dramatic increase in economic optimism among high-net-worth and mass-affluent investors, according to Phoenix Marketing International.
Have We Turned the Confidence Corner? Millionaires Think So
Spectrem Millionaire Confidence Index hits nine-month high; consumer confidence, Chicago PMI—even Ben Bernanke—points to a possible resurgence, but Spectrem’s Wolper warns about negative effect of rising gas prices.