News, Comment & Analysis results for Surveys
Investors Cheered Up In July
Unlike polls and surveys, the State Street measure of confidence looks at what investors are
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
Women Put More Stress On Values, Philanthropy After Past Two Years – UBS Study
UBS’s latest Own Your Worth report 2022, Women On Purpose, shows that events over the past two
Investors Walked Away From Risks In April
Strong inflation, the increased likelihood of rate rises and geopolitical alarms encouraged
Rising Inflation, Ukraine Crisis Hit Global Investor Sentiment
Geopolitics, surging energy and other prices spooked investors in all major developed regions
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
US Investors' Need For Advice Intensifies – Study
The poll showed that citizens were almost equally as pessimistic as they were optimistic about the
Investors Want Gender-Neutral Advice – Survey
When it comes to receiving marketing materials from a financial professional, both men and women
Investors Spooked By Market Downturn – UBS Study
Key takeaways are HNW investors’ expectations that inflation will continue and, given volatility,
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