News results for Surveys

July 22, 2020

Global HNW Investors Become More Optimistic, Eye US Elections - UBS Poll

The study finds that a majority of those polled predict that the Democrats will take power in

July 14, 2020

Wealthy Investors Want More Guidance, Say Virus Creates Permanent Change

Within the global findings of this UBS report, it revealed a number of significant regional

July 7, 2020

US Exclusion From Europe's Accepted Traveller List Is "Stinging Rebuke"

The "golden visa" specialist has an index of passports, with those not requiring prior visa

June 26, 2020

Investors Smile On Risk In June - State Street

Judged by their deeds rather than words, investors around the world grew more eager to hold risk

June 25, 2020

Advisors Use Tech Prospecting Tools Amid Lockdowns - Fidelity Study

During the pandemic, Fidelity Investments has been monitoring how advisors are adapting their

May 29, 2020

Investment Sentiment Ticks Up In May

A measure that looks at the specific buying and selling activity of investors, rather than just

May 7, 2020

Yes, Regular Advisor-Client Conversations Really Build Value

Perhaps it should not need a survey to prove the point, but a study of advisors and clients in the

May 6, 2020

Earning Investors’ Trust: What Firms Must Do - CFA

Trust is in the spotlight as the CFA Institute releases findings of a broad investor study. Results

May 4, 2020

North American, European Investors' Confidence Rises, Asia Dips

The index tracks the actual selling and buying actions of investors rather than simply measuring

April 7, 2020

Fund Buyers Knew 2020 Was Going To Be A Tough Market Last Fall - Study

Organizations buying funds for clients - such as family offices and wealth managers - knew as

Comment & Analysis results for Surveys