News, Comment & Analysis results for Surveys

February 14, 2022

Investors Want Gender-Neutral Advice – Survey

When it comes to receiving marketing materials from a financial professional, both men and women

February 9, 2022

Investors Spooked By Market Downturn – UBS Study

Key takeaways are HNW investors’ expectations that inflation will continue and, given volatility,

February 3, 2022

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

December 21, 2021

Investors Wait To Unleash Risk Appetite When COVID Restrictions Ease – Study

A global study shows that a significant chunk of investors are waiting to put more chips on the

December 10, 2021

Affluent Business Owners Turned Cheerier In 2021 - TD Wealth

The survey of business owners targeted those with investible assets of over $100,000. It found that

November 22, 2021

Global Fund Managers Grew More Bullish In November, Cut Cash - Bank Of America

A survey of fund managers around the world by the US banking group suggests that most respondents

October 29, 2021

Global Investor Confidence Rises In October - State Street

The barometer of sentiment tracks what investors are actually doing in the markets rather than

October 28, 2021

UBS Investor Sentiment Survey: SI Claims Center Stage

UBS Wealth Management's latest check of investor and business sentiment show labor markets and wage

October 20, 2021

Concierge Is Nice But Doesn't Make Clients Switch Banks - Study

A study of HNWs by BNY Mellon Wealth Management shows that a majority of clients count on their

October 4, 2021

Clients' Behavioral Biases Turn More Extreme - Study

The tumultuous events of 2020, and episodes such as the GameStop share trading frenzy of early

Comment & Analysis results for Surveys