News results for Surveys

May 25, 2022

Inflation-Hit Public Reveal Financial Literacy Gap – Study

People are worried about the ravages of inflation on their savings but a survey also finds that a

April 28, 2022

Investors Walked Away From Risks In April

Strong inflation, the increased likelihood of rate rises and geopolitical alarms encouraged

March 31, 2022

Rising Inflation, Ukraine Crisis Hit Global Investor Sentiment

Geopolitics, surging energy and other prices spooked investors in all major developed regions

March 10, 2022

Women More Financially Confident, Still Lag Men – US Bank Wealth Study

The survey comes out as wealth managers must provide service offerings to attract and retain an

February 16, 2022

US Investors' Need For Advice Intensifies – Study

The poll showed that citizens were almost equally as pessimistic as they were optimistic about the

February 14, 2022

Investors Want Gender-Neutral Advice – Survey

When it comes to receiving marketing materials from a financial professional, both men and women

February 3, 2022

US Advisors Can Win More Clients With Tech – Study

With a big intergenerational wealth transfer process under way, and a battle to win and retain

December 21, 2021

Investors Wait To Unleash Risk Appetite When COVID Restrictions Ease – Study

A global study shows that a significant chunk of investors are waiting to put more chips on the

December 10, 2021

Affluent Business Owners Turned Cheerier In 2021 - TD Wealth

The survey of business owners targeted those with investible assets of over $100,000. It found that

November 22, 2021

Global Fund Managers Grew More Bullish In November, Cut Cash - Bank Of America

A survey of fund managers around the world by the US banking group suggests that most respondents

Comment & Analysis results for Surveys

June 30, 2020

Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated

There is much talk in the wealth industry about the importance of talent management but what

Industry Surveys
May 1, 2020

Super-Rich Are Increasingly Under Attack Amid Coronavirus Crisis

What should ultra-high net worth individuals think and how should they act if coronavirus-driven

April 7, 2020

COVID-19 Hammers Billionaires, Some Escape Downdraft – Report

The market slump has wiped hundreds of billions from the portfolios of the world's richest men and

Industry Surveys
May 28, 2015

Implications For Advisors On How The Wealthy Define A Life “Well-Lived” - Study

US Trust has today unveiled the findings of its 2015 Insights on Wealth and Worth report, which

Industry Surveys
December 8, 2014

Younger UHNW Investors Are Less Loyal, Have Higher Expectations Of Advisors - Research

Younger ultra high net worth investors are less likely to stick with their advisor in the long term

Industry Surveys
July 28, 2014

INTERVIEW: Survey Of Wealth Management Brand Status Shows Clients Favor Boutique Money Managers

Wealthy clients consider expertise, trustworthiness and generosity as critical elements in building

Industry Surveys
March 27, 2014

Advisor Characteristics Vs Digital Delivery: Which Is Most Important To The Future-Wealthy?

The future-wealthy - those “at the front of a global charge up the wealth curve” - place less

January 17, 2014

Emerging Millionaires: An Opportunity For Advisors - But Expect A Change In Demographics - Survey

An alarming 77 per cent of those on the cusp of entering millionaire territory don’t have a

Industry Surveys
June 25, 2013

North America Private Banks Have Banner Year In 2012, Profits Improve - McKinsey

Private banks in the US and Canada enjoyed a “banner year” in 2012 terms of net inflows of

September 26, 2012

Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study

Three-quarters of estate plans relating to HNW clients are at least three years old, yet an