News, Comment & Analysis results for Surveys

Surveys
November 30, 2023

NextGen Wealth Advisors Are Chilled About AI

A wealthtech firm has surveyed younger advisors and finds that while they are not complacent, they

Surveys
November 21, 2023

Digital Tech Creates Risk Worry For Firms, But AI Is A Business Opportunity – PwC

The report gets to grips with how firms think about technology, both in terms of risks and

Surveys
November 20, 2023

High Inflation, Rates Powerful Investment Influence In 2023 – Schroders

Higher interest rates and inflation are creating a new investment landscape. Schroders Global

Surveys
November 16, 2023

Investors Increasingly Worried About Greenwashing – PwC Survey

PwC has just issued its 2023 Global Investor Survey, now in its third consecutive year.

Surveys
November 15, 2023

Investors Fret About 2024 US Presidential Election

Janus Henderson Investors has released the findings of its Investor Survey entitled “Insights

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

Comment & Analysis results for Surveys