News results for Surveys

February 25, 2021

Global Investor Sentiment Falls In February

Worries about new virus variants and the sluggish vaccine rollout in the European Union made

February 9, 2021

Economy, Outsourcing, "Future Work" Lead Asset Managers’ Concerns

A new survey of CEOs, COOs and senior executives show the challenges of the sector and where firms

January 4, 2021

North American, Asian Investor Mood Improved In December, Europe Slips

Investment confidence in two of the three main regions that State Street tracks improved in the

November 3, 2020

The ESG Phenomenon: Asset Managers, Allocators Increasingly Value ESG Tools

We gather developments and commentary in and around the ESG investment space.

October 23, 2020

Investors Increasingly Willing To Pay Advisory Fees

The findings add a new edge to the debate about the case for and against fiduciary advice and what

October 6, 2020

Global Investor Confidence Dipped In September

Equity markets in September fell broadly for the first time in six months, and news about the virus

September 8, 2020

Young US Investors Smile On Gold More Than Older Peers

In a surprising twist, younger Americans are more inclined than older ones to invest in gold and

August 28, 2020

Merrill's Deep Dive Into Gender Advice Bias

Merrill Lynch has found gender biases and stereotyping among male and female advisors toward female

August 27, 2020

Global Investor Confidence Ticked Higher In August

Unlike many measures of investor sentiment that firms produce, this one actually tracks the buying

July 29, 2020

Most RIAs Will Hire Over Next 12 Months; Productivity Rises - Schwab Study

The 14th benchmarking study of registered investment advisors from Charles Schwab drills into the

Comment & Analysis results for Surveys

April 26, 2012

What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations

While the worst of the financial crisis may be over, members of the exclusive Tiger 21 peer-to-peer

January 18, 2012

Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times

Millionaires in the US feel that their wealth comes with a responsibility to help the country

November 3, 2011

Population Of "Deca-Millionaires" Reaches One Million

October 18, 2011

MFO Industry Diverges Into Growth "Haves" And "Have-nots"

The multi-family office world is dividing into a world of “haves” and “have-nots” when it

June 23, 2011

US Still Leads In Wealth, But Wealth Managers Face Challenges

The US is still home to the single largest segment of high net worth individuals in the world,

May 18, 2011

Wealth Managers Shun Transparency, New Research Claims

Despite much talk of its importance, some of the world’s most important wealth managers are

November 12, 2010

Expect 10-15 Per Cent Jump In Wealth Management Pay – Russell Reynolds

Compensation in the wealth and asset management industries is expected to rise by up to 10-15 per

May 18, 2010

Smaller Single Family Offices Struggling - Study

Single family offices with less than $100 million in assets are concerned about their viability,