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February 01, 2016 08:00 ET | Source: Spectrem Group

Spectrem Millionaire Investor Confidence Index Plummets to Lowest Level in More Than Three Years

CHICAGO, IL--(Marketwired - Feb 1, 2016) - A Spectrem Group survey of Affluent Investors registered a dramatic decline in confidence in January, driven by the stock market slide since the beginning...
January 19, 2016 08:00 ET | Source: Spectrem Group

Spectrem Study Reveals How Affluent Investors Are Reallocating Their Portfolios in the Midst of Market Volatility

CHICAGO, IL--(Marketwired - Jan 19, 2016) - With the S&P 500 essentially flat in 2015, affluent investors are reducing their exposure to equities, according to a new study from Spectrem...
January 04, 2016 08:00 ET | Source: Spectrem Group

Investor Confidence Hit by December Rate Hike Says Spectrem

CHICAGO, IL--(Marketwired - Jan 4, 2016) - The Federal Reserve's December 16th announcement of a quarter point increase in interest rates drove heightened market volatility, contributing to a...
December 17, 2015 13:46 ET | Source: Spectrem Group

New Spectrem Study Reveals That Affluent Investors Seldom Refer Their Financial Advisor to Others Despite Professing Strong Loyalty

CHICAGO, IL--(Marketwired - Dec 17, 2015) - A new Spectrem Group study reveals that loyalty among affluent investors to their financial institutions and financial advisors is ranked second...
December 16, 2015 11:42 ET | Source: Spectrem Group

New Spectrem Study Shows Younger Investors in Employer-Sponsored Retirement Plans Shifting Away From Advisors

CHICAGO, IL--(Marketwired - Dec 16, 2015) - According to a new Spectrem report, more than 40 percent of participants in employee-sponsored retirement savings plans who are under age 35 say they are...
December 01, 2015 08:00 ET | Source: Spectrem Group

Confidence Among Affluent Investors Rises in November, According to Spectrem; Concerns Over the Threat of Terrorism Weigh on Sentiment

CHICAGO, IL--(Marketwired - Dec 1, 2015) - Affluent investors indicate they are feeling more positive about their personal financial situation, according to the Spectrem Affluent Investor...
November 02, 2015 11:15 ET | Source: Spectrem Group

Spectrem Millionaire Investor Confidence Index (SMICI(R))

CHICAGO, IL--(Marketwired - Nov 2, 2015) - Continued market volatility is taking its toll on the confidence of wealthy investors, according to Spectrem Group's most recent Millionaire Investor...
October 20, 2015 08:00 ET | Source: Spectrem Group

New Spectrem Study Reveals Changing Expectations About the Role and Scope of the Relationship Between Wealthy Investors and Their Advisors

CHICAGO, IL--(Marketwired - Oct 20, 2015) - A new study from Spectrem Group reveals that wealthy investors are increasingly seeking engagement with their advisor on other aspects of their...
October 01, 2015 08:00 ET | Source: Spectrem Group

Increased Market Volatility Shakes Confidence of Millionaire Investors; Nearly Half Indicate They Do Not Intend to Invest in the Coming Month

CHICAGO, IL--(Marketwired - Oct 1, 2015) - A new survey from Spectrem Group found that Millionaire investors -- generally more upbeat than their non-Millionaire counterparts -- have become...
September 09, 2015 08:00 ET | Source: Spectrem Group

New Study Reveals Underlying Reasons Why Wealthy Investors Change Financial Advisors

CHICAGO, IL--(Marketwired - Sep 9, 2015) - Wealthy investors commonly change financial advisors over the course of their lives. However, the reasons behind the decision can vary greatly...