New Reports

This report will include in-depth research with both financial advisors and retired investors who will identify retirement solutions that have actually worked and have allowed the retirees to enjoy successful retirement experiences. 

As women face large transitions in their lifetimes, they are often likely to change their advisory relationships. Becoming a widow or a divorcee places enormous financial and emotional challenges upon women investors and they are likely to seek out advice. How can financial advisors and providers attract these women in transition and ultimately how can they make them customers for life?

High Net Worth investors are redefining risk tolerance due to the recent volatility of the markets and the perceived investment challenges they foresee in the next twelve months or more. How are investors defining their risk tolerance in the post-election environment? And how does that definition actually relate to their behaviors?

Recent economic volatility combined with the experience of the 2008 market crash have changed the fundamental attitudes and behaviors of wealthy investors. Regardless of whether they have $500,000, $1 million, $5 million or more, investors have generally become more conservative in their investment philosophy and more involved in the day-to-day evaluation of investments. This eZine, based on Spectrem’s quantitative research with several thousand Affluent household as well as focus groups and one-on-one interviews with wealthy investors, will highlight these changes in behavior. Analysis will include changes in overall portfolios, appetite for risk, and interest in future investment types. Cash deposits will also be compared historically and between wealth segments. Recent volatility and its actual, as well as emotional, impact will be analyzed and recommendations for financial providers will be included.