News, Comment & Analysis results for Surveys
AI Gives Advisors More Capabilities, Doesn't Cut Out Human Engagement – Survey
The survey comes as the wealth management industry continues to work out what parts of the value
Finance Leadership Drives Confidence Among Women – Beacon Pointe
While most of those surveyed don't say they are highly confident at handling money, the survey also
Strong Wealth Accumulation In North America In 2026 – Julius Baer
Swiss private bank Julius Baer published today its annual Global Wealth and Lifestyle Report 2026,
Botoff Consulting Digs Deeper Into Family Office, UHNW Advisor Compensation Trends
The firm has argued that reliable compensation data, when paired with expert consultants who
Opportunities, Challenges Posed By AI – Natixis IM
Paris and Boston-headquartered Natixis Investment Managers has released a new survey highlighting
Longer Lifespans Reshape Wealth Planning – Bank Of America Study
The Bank of America Private Bank 2026 Study of Wealthy Americans, surveying individuals with $3
High-Earning US Citizens Consider Moving Abroad – Survey
A desire to diversify business and investment outside the US, expand opportunities, or get away
Preparation Builds Comfort For UHNW Families; Risk Priorities Vary – Study
A survey from among UHNW individuals in the US lifts the lid on the generational differences toward
UHNW Individuals’ AI Use Now Mainstream; Human Collaboration Still Matters
AI is now a must-have tool for wealth managers, reinforcing their need for capital to pay for it.
Rise In High Net Worth Individuals' Global Wealth In 2025; US Adds Most Millionaires – Capgemini
The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, published this
Comment & Analysis results for Surveys
Analysis: Business Executives' Personal Safety In Focus
At a time of heightened concerns about physical threats to executives and those in leadership
The Good, The Difficult And The Stable – The View From Headhunters
We talk to wealth management headhunters in North America and other parts of the world about what
Unlocking US Wealth Sector Revenue Potential Amid Tight Margins
This story, accompanied by a video interview of WISE, explores the all-important world of fees and
Millennials' Financial Habits Revealed – And Why They Need Advice
A study by Ameriprise Financial found that Millennials are more likely to transfer money to charity