Spectrem Affluent Investor Confidence Index Drops in July
July 29, 2014 08:00 ET
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Spectrem Group
CHICAGO, IL--(Marketwired - Jul 29, 2014) - The monthly Spectrem Affluent Investor Confidence Index (SAICI®) dropped 6 points in July to 5, the Spectrem Group announced Tuesday. The Spectrem...
Clients Expect Skype and FaceTime Advisor Meetings
July 16, 2014 08:00 ET
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Spectrem Group
CHICAGO, IL--(Marketwired - Jul 16, 2014) - A new study from Spectrem Group and Millionaire Corner (www.millionairecorner.com) shows an increasing client demand for "face-to-face" financial...
Ethnic Breakdown Shows Financial Attitudes and Concerns of African-American, Asian and Hispanic Investors
June 26, 2014 08:00 ET
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Spectrem Group
CHICAGO, IL--(Marketwired - Jun 26, 2014) - Spectrem Group's first-ever Ethnic Segmentation Series report, Financial Attitudes and Concerns, examines investors of three key ethnic demographics --...
Spectrem Affluent Investor Confidence Index Increases Its 7-Year High
June 24, 2014 08:00 ET
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Spectrem Group
CHICAGO, IL--(Marketwired - Jun 24, 2014) - The Spectrem Affluent Investor Confidence Index (SAICI®) increased the seven-year high it reached in May to 11 points, according to the June...
Retirement Won't Be Great -- Plan Participants Share Fears About a Less-Than-Comfortable Life
June 04, 2014 08:00 ET
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Spectrem Group
CHICAGO, IL--(Marketwired - Jun 4, 2014) - A defined contribution retirement plan is a recommended starting point for investors to prepare for the financial needs of the future, but it's hardly a...
Spectrem Affluent Investor Confidence Index Rises to Seven-Year High in May
May 27, 2014 08:00 ET
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Spectrem Group
CHICAGO, IL--(Marketwired - May 27, 2014) - The May Spectrem Affluent Investor Confidence Index (SAICI®) increased six points from the previous month, its highest reading in seven years. The...
Generation X Marks the Spot: 'Forgotten Generation' Becomes Financial Goldmine
May 07, 2014 08:00 ET
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Spectrem Group
CHICAGO, IL--(Marketwired - May 7, 2014) - The so-called "Forgotten Generation" of more than 63 million Americans that followed the Baby Boomers and preceded the Millennials is now requiring...
Spectrem Millionaire, Non-Millionaire Investor Confidence Indices on Divergent Tracks in April
April 29, 2014 08:00 ET
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Spectrem Group
CHICAGO, IL--(Marketwired - Apr 29, 2014) - For the first time in a year, the Spectrem Millionaire Investor Confidence Index (SMICI®) and the Spectrem Affluent Investor Confidence...
Will New SEC Guidance Force Advisers to Listen to their Customers?
April 24, 2014 08:00 ET
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Spectrem Group
CHICAGO, IL--(Marketwired - Apr 24, 2014) - At the end of March, the SEC quietly published IM Guidance Update No. 2014-4. This memorandum will allow investors to review client opinions of...
Millionaires and Ultra High Net Worth Bask in Market Recovery, Mass Affluent Investors Are Disgruntled
April 09, 2014 08:00 ET
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Spectrem Group
CHICAGO, IL--(Marketwired - Apr 9, 2014) - Less than half of Mass Affluent investors feel their financial situation will be better a year from now, while the majority of Millionaires and Ultra High...