2011 Annual Affluent Market Insights Report

Published annually since 2004, Spectrem Affluent Market Insights Report provides an overview of the Affluent Market with key market research findings and critical insights on

  • Affluent market size by wealth level ($100K+, $1MM+, $25MM+)
  • Distribution of assets by wealth level
  • Advisor dependency usage and behavior
  • Role of the primary financial advisor
  • Overall satisfaction and advisor satisfaction metrics
  • Market impressions of providers
  • What roles the internet plays in investment decisions
  • Which communication methods investors employ
  • Summary of Spectrem’s Affluent Investor Indices

Affluent Market Insights provides managers and decision-makers tools which can help shape a firm’s vision and aid in the determination of where to spend development dollars.  It is an indispensable tool profiling the state of the market and how investor demographics, preferences and behaviors have changed in a world economic environment where markets are volatile and uncertainty prevails.    $49.95