News, Comment & Analysis results for Surveys

Surveys
July 11, 2024

Fee-Based Advice Seen Rising – Envestnet Survey

The survey among US advisors explored trends such as a desire for more "holistic" offerings and the

Surveys
June 26, 2024

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

Surveys
June 26, 2024

Singapore, London, New York In Top 10 Most Expensive Cities In 2024 – Julius Baer

Swiss private bank Julius Baer has just published its annual "Global Wealth and Lifestyle Report

Surveys
May 23, 2024

Family Offices Hiked Fixed Income Holdings In 2023, Smile On North America – UBS Report

UBS has just published its Global Family Office Report 2024, with insights from 320 single family

Surveys
May 21, 2024

It's True – AI Really Does Boost Financial Sector's Productivity

A new PwC study analyzing AI's impact on jobs, skills, wages, and productivity suggests that it

Surveys
April 30, 2024

Family Offices Embrace Alternatives, Fret Over Cyber Threats

The US bank has taken views from 190 family offices around the world to get a sense of their

Surveys
March 28, 2024

HNW Investors Love Cash – And That's Risky, Says Capital Group

The survey shows that investors could miss out on market opportunities.

Surveys
March 28, 2024

RIA Launches Program To Accelerate Female Advisors' Careers, Business

For some time, the wealth management industry has been urged to be more open to supporting careers

Surveys
March 14, 2024

Global Tech Study Reveals How Financial Firms Grapple With AI, Cybersecurity, Training

The study reflects the attitudes toward digital technology present in sectors including private

Surveys
February 29, 2024

San Francisco Top In Schroders 2024 Global Cities Index

London-headquartered asset manager Schroders this week released its 2024 Global Cities Index.

Comment & Analysis results for Surveys

Surveys
June 26, 2024

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

Industry Surveys
July 14, 2023

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

Surveys
September 15, 2022

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

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

Surveys
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