News, Comment & Analysis results for Surveys
Falling Markets Cut Ranks Of World's Billionaires – UBS Study
Inevitably, the falls in equity and other markets during 2022 hit the number of billionaires
US Investors Least Optimistic About Outlook – UBS Survey
Inflation and a potential recession top the list of concerns, but many see hope on the horizon as
Investors' Risk Appetite Declined In October
The index differs from survey-based measures in that it is based on the actual trades, as opposed
Alternative Investments Up 8 Per Cent In 2022 – Broadridge Survey
A bi-annual survey of 400 financial advisors was released this week by New York-listed fintech firm
US Investors Aren't Ready For Wealth Transfer – UBS Report
Swiss bank UBS released its latest Investor Watch report this week – a survey of 4,500 high net
Global Financial Assets Up 10.4 Per Cent In 2021 – Allianz
Allianz has released the 13th edition of its Global Wealth Report, which puts the asset and debt
BofA Private Bank Study: What Younger Clients Want Now
With trillions in dollars of wealth expected to pass mainly from Baby Boomers to Gen X and
Investor Confidence Grows In North America, Asia Despite Economic Volatility
Rather than relying on opinion surveys, the State Street measure of confidence tracks what
Mentors Make Big Difference For Wealth Advisor Diversity – Survey
The survey of wealth advisors comes at a time when the industry continues to wrestle with two
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