SpectremAdvisor Newsletter and Reports 

    A benefit of the AICPA's PFP Section 

    Spectrem Group has provided PFP Section members with access to their SpectremAdvisor.com newsletters, articles and reports for financial advisors serving wealthy households.  SpectremAdvisor provides several levels of access.  PFP Section members (including PFS credential holders) will receive:

    • free access to the Spectrem Affluent Investor Index Newsletter
    • 45% discount on all other subscription newsletters and reports (with the provided coupon code)

     First Time Registration only

     Already Registered?

     Set up an account at SpectremAdvisor.com to register for your free Affluent Investor Index Newsletter

    Go directly to SpectremAdvisor.com  (requires separate UserId and password for SpectremAdvisor.com)

    Opinions of this information provider are their own and do not reflect an official position of the American Institute of Certified Public Accountants. These newsletters, reports and articles are available with the understanding that the author and publisher are not rendering legal, accounting, or other professional services on this web site.


    What is SpectremAdvisor.com?
    SpectremAdvisor.com is a resource for financial professionals who serve investors. You may draw upon the extensive experience, proprietary research, and deep knowledge-base available to understand insights that will help you gain greater success as advisors. Spectrem Group is an innovative consulting firm specializing in the affluent and retirement markets. We integrate fact-based insights from our market research with our practical expertise in building business, marketing and M&A strategies. We understand our client's business challenges because our knowledgeable, seasoned professionals have firsthand experience managing businesses in:

    • wealth management
    • retirement services 
    • asset management
    • mutual funds 
    • brokerage
    • insurance 
    • banking
    • trust
    What Newsletters and Reports are Available?

    In addition to these newsletters, you have access to hundreds of tips and articles to help you build your advisory practice.

    Free

    Spectrem Affluent Investor Index Newsletter (monthly)

    This newsletter focuses specifically on the monthly research conducted with investors regarding their attitudes about the economy and investments. It highlights various components including their feelings about the economy, factors threatening their economic outlook and other factors influencing their investment choices. It compares the attitudes of Millionaire households against those of affluent households.

     

    45%

    Discount

    Affluent Market Insights (annual)

    Spectrem's annual compilation includes Affluent Investor Attitudes, Market Sizing, Mass Affluent Asset Allocation, Millionaire Asset Allocation, Risk Tolerance, Investment Knowledge, Advisor Dependency, Alternative Investments, Attitudes Towards International Investments, Likelihood to Invest Internationally, Hours Per Week Spent Online, Time on financial matters, Importance of Online Capabilities, Drivers of Client Loyalty.

     

    45%

    Discount

    High Net Worth Advisor Newsletter (monthly)

    This monthly e-newsletter is targeted to advisors seeking insights into serving wealthy individuals. It focuses on how and why investors choose advisors, as well as their expectations and their needs, and is backed by Spectrem Group's decades of primary research into the affluent market.

     

    45%

    discount

    Advisor Insights Series – Reports

    This set features 15 informative publications produced expressly for financial and investment advisors. Each is filled with investor research that advisor will find useful in identifying client opportunities to increase revenue.  These can be purchased individually with the same 45% discount if desired.  Reports topics include:

    • Retirement Market Insights
    • Ten Critical recommendations for Independent Advisors Post-Madoff
    • 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 Skill Sets
    • Tax Planning and the Affluent Investor
    • The Use of Financial Planning in the Affluent Market

     

     

     

     

     

    What is included at the Various Subscription Levels?

     

    SpectremAdvisor.com offers a tiered pricing structure for their newsletters.  If a PFP Section member chooses to subscribe, it is a relationship between them and Spectrem.  The AICPA has only negotiated a discount code that PFP Section members can use to set up their account and entitles them to the 45% discount.  The member will have a separate login and password from Spectrem for access to their website.

     


    Here is what is included at each subscription level:


    Register today to get your free resources

     

     

     Level I       

     Level II

     Level III

     Level IV


    PFP Section member discount
       

     

    FREE

     45%

     45%

      45%


    Hundreds of tips and articles to help you build your advisory practice

     

    X        

    X

    X

    X


    Spectrem Affluent Investor Index Newsletter (monthly)

     

     

    X     

    X

    X

    X


    Affluent Market Insights (annual)

     

     

     X

     X

     X


    Communicating Effectively with Investors – Report

    (Part 1 of Advisor Insight Series)

     

      X 

     X

     X


    High Net Worth Advisor Newsletter

     

     

     

     X


    Advisor Insight Series – all reports

     

     

     

     X




    A A A


     
    Copyright © 2006-2014 American Institute of CPAs.