News, Comment & Analysis results for Surveys

May 23, 2024

Family Offices Hiked Fixed Income Holdings In 2023, Smile On North America – UBS Report

UBS has just published its Global Family Office Report 2024, with insights from 320 single family

May 21, 2024

It's True – AI Really Does Boost Financial Sector's Productivity

A new PwC study analyzing AI's impact on jobs, skills, wages, and productivity suggests that it

April 30, 2024

Family Offices Embrace Alternatives, Fret Over Cyber Threats

The US bank has taken views from 190 family offices around the world to get a sense of their

March 28, 2024

HNW Investors Love Cash – And That's Risky, Says Capital Group

The survey shows that investors could miss out on market opportunities.

March 28, 2024

RIA Launches Program To Accelerate Female Advisors' Careers, Business

For some time, the wealth management industry has been urged to be more open to supporting careers

March 14, 2024

Global Tech Study Reveals How Financial Firms Grapple With AI, Cybersecurity, Training

The study reflects the attitudes toward digital technology present in sectors including private

February 29, 2024

San Francisco Top In Schroders 2024 Global Cities Index

London-headquartered asset manager Schroders this week released its 2024 Global Cities Index.

February 26, 2024

Global Recession Avoided In 2024 – Franklin Templeton Survey

The latest Franklin Templeton Institute Global Investment Management Survey highlights the

February 15, 2024

Wealth Advisors Struggle To Scale Up Business – Study

The study highlights how devoting sufficient time to clients is a challenge for many advisory

January 31, 2024

Political Uncertainty, Attracting Talent Weigh On Asset Managers' Minds – Study

A new 2023 KPMG Asset Management CEO Outlook was released this week to collect CEO perspectives on

Comment & Analysis results for Surveys

Industry Surveys
July 14, 2023

Unlocking US Wealth Sector Revenue Potential Amid Tight Margins

This story, accompanied by a video interview of WISE, explores the all-important world of fees and

September 15, 2022

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

June 30, 2020

Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated

There is much talk in the wealth industry about the importance of talent management but what

Industry Surveys
May 1, 2020

Super-Rich Are Increasingly Under Attack Amid Coronavirus Crisis

What should ultra-high net worth individuals think and how should they act if coronavirus-driven

April 7, 2020

COVID-19 Hammers Billionaires, Some Escape Downdraft – Report

The market slump has wiped hundreds of billions from the portfolios of the world's richest men and

Industry Surveys
May 28, 2015

Implications For Advisors On How The Wealthy Define A Life “Well-Lived” - Study

US Trust has today unveiled the findings of its 2015 Insights on Wealth and Worth report, which

Industry Surveys
December 8, 2014

Younger UHNW Investors Are Less Loyal, Have Higher Expectations Of Advisors - Research

Younger ultra high net worth investors are less likely to stick with their advisor in the long term

Industry Surveys
July 28, 2014

INTERVIEW: Survey Of Wealth Management Brand Status Shows Clients Favor Boutique Money Managers

Wealthy clients consider expertise, trustworthiness and generosity as critical elements in building

Industry Surveys
March 27, 2014

Advisor Characteristics Vs Digital Delivery: Which Is Most Important To The Future-Wealthy?

The future-wealthy - those “at the front of a global charge up the wealth curve” - place less

January 17, 2014

Emerging Millionaires: An Opportunity For Advisors - But Expect A Change In Demographics - Survey

An alarming 77 per cent of those on the cusp of entering millionaire territory don’t have a