News results for 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

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

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

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.

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

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

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

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

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

September 26, 2023

Capitalizing On Megatrends Pictet

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

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