News, Comment & Analysis results for Surveys

Surveys
November 14, 2023

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

Surveys
November 6, 2023

Families Must Improve Wealth Conversations – Merrill Report

The Merrill Center for Family Wealth has published a report this week on how families communicate

Surveys
November 3, 2023

Political Stability Big Concern For Wealthy Families – Study

Swiss private bank Julius Baer has just released its Family Barometer Report 2023, in collaboration

Surveys
October 30, 2023

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

Surveys
October 25, 2023

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

Surveys
October 12, 2023

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

Surveys
October 5, 2023

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

Surveys
September 26, 2023

Capitalizing On Megatrends Pictet

A new study by Swiss wealth and asset manager Pictet entitled "Megatrending – Opportunities

Surveys
September 19, 2023

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

Surveys
September 18, 2023

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

Comment & Analysis results for Surveys