News, Comment & Analysis results for Surveys
Survey Highlights Advisors' Urgent Need To Retain NextGen Business
The phenomenon of NextGen clients using advisors other than those of their parents, or not even
Families Must Improve Wealth Conversations – Merrill Report
The Merrill Center for Family Wealth has published a report this week on how families communicate
Political Stability Big Concern For Wealthy Families – Study
Swiss private bank Julius Baer has just released its Family Barometer Report 2023, in collaboration
HNW Investors Use Social Media Channels To Get Advice – Study
Among the more eye-catching findings of the US report is that among those using social media to
Financial Planning Gender Gap Continues For Female Business Owners, HNW Individuals – Study
There remains a difference between the financial preparedness and literacy of female business
Financial Advice: How To Reach "GenNext" – Study
Although 78 per cent of GenNext don't work with a financial advisor, 41 per cent of them say they
US Gets High Marks As Financially “Inclusive” Nation; Singapore Number One – Study
Countries that also host major wealth hubs appear to be highly ranked in a global measure of
Capitalizing On Megatrends Pictet
A new study by Swiss wealth and asset manager Pictet entitled "Megatrending – Opportunities
Global Study Shows That Most People Plan To Work Beyond Retirement Age
The HSBC Quality of Life Report explored views across nine different markets, revealing that many
Family Offices Raise Fixed Income, Private Equity Plays, Go Cautious On Stocks – Study
The survey of family offices around the world by the US private bank examines what they think about