Welcome to Spectrem Group's e-newsletter that keeps affluent leaders and retirement plan providers abreast of industry news and issues.

Optimism Continues as the Millionaire and Affluent Indices Regain Lost Ground

As the Dow Jones continues to defy gravity and break new highs, the Spectrem indices continued their climb--fully recovering from their precipitous, and record-setting drop after the stock market correction of Q1'07.  To keep reading click here.

Plan Participants Lose Confidence in Investment Strategies

Plan participants are steadily losing confidence in their strategy for investing their retirement plan assets, especially those participants in the Baby Boom generation.

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Lack of Understanding Does Not Negate Interest in Alternative Investments

A recent Spectrem Group Perspective™, Alternative Investments: Are they a priority for Affluent portfolios?, uncovered a trend that indicates that alternative investments are not well understood by the affluent.

Opportunities Exist to Capture Assets Outside the Plan

An untapped opportunity exists for retirement plan providers to capture a greater portion of participant's household assets outside the plan.  Some employers are considering expanding the financial planning services available to employees to include ways to help them manage more of their financial affairs.

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