Survey Profile

Since most wealthy households have not experienced a significant financial setback within their lifetimes, the events that occurred in late 2008 and early 2009 are unprecedented. Investor Confidence Post Economic Crisis focuses on the perceptions of these households regarding various types of financial concerns, investments and products post the stock market crash. Spectrem’s newest Advisor Insight, Investor Confidence Post Economic Crisis will help you design a strategy to preserve your existing client relationships, and provide the best service for new clients in the near future.

• Investor Confidence Post Economic Crisis (NEW)
• Communicating Effectively with Plan Sponsors and Participants (NEW)
• Retain Your Clients During the Economic Crisis
• UHNW Professionals
• International Investing
• Capturing High Balance IRA Rollovers
• Affluent Women and Financial Decisions
• Communicating Effectively with Investors
• Future Trends in Financial Services
• Insurance Opportunities in the Affluent Market
• Meeting the Financial Needs of the Business Owners
• Privacy Concerns of the Affluent Investor
• The Perfect Advisor: Hiring the Right Skills Sets
• Tax Planning and the Affluent Investor
• The Use of Financial Planning in the Affluent Market