Spectrem

This year, about 10% of rolled-over assets went into an income strategy, up from about 4% in 2000, Spectrem says.

News for Brokers, Wealth Managers And Their Clients 2011

The Spectrem Millionaire Investor Confidence Index rose 12 points in September, the largest gain since May 2009, putting it in neutral territory.

This Week 2010

The Confidence Game A better economy helped drive the Spectrem Affluent Investor Confidence Index one point higher in January, its fifth consecutive monthly increase.

This Week 2012

Seeking Income Solutions Income strategies such as annuities and systematic-withdrawal plans are attracting a bigger share of assets rolled over from 401ks and other employer-sponsored retirement plans, a Spectrem Group Inc. study found.

News for Brokers, Wealth Managers And Their Clients 2011

But though the index rose to its highest level since May 2011, respondents were still not "optimistic," and the number of those who said they aren't investing rose, Spectrem said.

This Week 2012

Spectrem Group, the Chicago-based research firm, found that a third of millionaire investors planned to add to their stock holdings in July, just before the markets faltered.

Once Bit, Rich Shy From Risk of Stocks Robert Frank 2011

Spectrem President George Walper Jr . says the wealthy are weary from the years of hyper-vigilance after the financial crisis of 2008 and now want "their advisers to take the lead in managing their assets."

Rich More at Ease, Still on Guard Thomas Coyle 2011

Recent findings by the wealth researching firm Spectrem Group back that up.

Rich More at Ease, Still on Guard Thomas Coyle 2011

In 2008, households with $1 million or more in investible assets lost an average of 30% of their investments, and nearly one-fifth of millionaires lost more than 40%, according to Spectrem Group.

Once Bit, Rich Shy From Risk of Stocks Robert Frank 2011

In part, that's because middle-aged, recession-rattled clients "want advisers the same age or older" who have faced challenges like putting kids through college, says George Walper of Spectrem Group, a Chicago-based wealth-market research firm.

News for Brokers, Wealth Managers And Their Clients | By Thomas Coyle 2012