FKC Newsmaker Interview: Catherine S. McBreen (March 5, 2007)
Submitted by farrell kramer on Mon, 03/05/2007 - 3:00am.
Catherine S. McBreen is managing director of Spectrem Group, a strategic consulting firm specializing in the affluent and retirement markets.
In a new report, "Affluent Household Financial Decision-Making," Spectrem finds that affluent men and women do not see eye-to-eye on just who makes the family's financial decisions.
Spectrem reports that while 56% of affluent men say husbands make these decisions, just 20% of women agree. Meanwhile, the majority of affluent women (61%) say financial decision-making is a joint effort. McBreen discusses these findings in detail during the interview.
For more information on podcasts seen on this site, please contact the company or individuals interviewed. See disclaimer here.
FKC Newsmaker Interview: Catherine S. McBreen (December 19, 2006)
Submitted by farrell kramer on Tue, 12/19/2006 - 3:00am.
Catherine S. McBreen is managing director of Spectrem Group, a strategic consulting firm specializing in the affluent and retirement markets.
In a new report, "Lifestyles of the Rich," Spectrem has found that the ultra-wealthy are a lot more like ordinary folks than we might imagine.
Examining those with a net worth of $5 million or more, not including primary residence, Spectrem tells us that the rich generally: have a very high savings and investment rate, attribute their wealth to "hard work," and spend their leisure time traveling, reading, golfing, exercising and gardening. McBreen discusses these findings in detail during her interview.
FKC Newsmaker Interview: Catherine S. McBreen (October 18, 2006)
Submitted by farrell kramer on Wed, 10/18/2006 - 2:00am.Catherine S. McBreen is managing director of Spectrem Group, a strategic consulting firm specializing in the affluent and retirement markets.
Spectrem recently released a study titled "Affluent Women." The study found that seminars, newsletters and website features offered to affluent women by their financial advisors have not been well-received. Seminars, for example, were rated as poor by 35% of the affluent women surveyed.
McBreen discusses these findings in detail during her interview, as well as talking broadly about the needs and preferences of affluent women.
For more information on podcasts seen on this site, please contact the company or individuals interviewed. See disclaimer here.
