News, Comment & Analysis results for Surveys

25 July 2023

Most UK Advisors Predict No Fee Rises From Consumer Duty

An important new regime that requires advisors and other financial firms to itemise and measure...

21 July 2023

Millennials And Gen Z Want Financial Advice – TIME Investments

TIME Investments, which specialises in tax-efficient investment services, has just launched its new...

20 July 2023

Low Margins, Regulatory Costs Force Wealth Industry To Transform – Citi

A global study “Disruption and Transformation in Wealth – Future-proofing Service and Operating...

14 July 2023

Most Over-55s Haven't Prepared Wealth Transfer Plans – Report

UK wealth manager St James's Place released new research this week looking at what steps people...

12 July 2023

Financial Confidence Amongst HNWIs Starting To Improve

The fourth iteration of the Saltus Wealth Index Report has been published, surveying 2,005 UK...

10 July 2023

Global Asset, Wealth Managers Embrace Tech To Win

PwC has just released its 2023 Global Asset and Wealth Management Survey, to assess the...

22 June 2023

UK Investors Positive About Investment Returns, In Spite Of Inflation – Natixis IM

Natixis Investment Managers has released a new survey this week assessing investors concerns about...

15 June 2023

EXCLUSIVE: Digital Assets Belong In Wealth Portfolios – Study

The overwhelming majority of advisors who responded to the survey said digital assets, when mixed...

6 June 2023

New Report Shows Business Exits By UK Women Up In 2022 – JP Morgan

JP Morgan Private Bank has just released its Top 200 Women-Powered Businesses Report, produced...

26 May 2023

Gen Z Investing Early – Survey

CFA Institute, a global organisation of investment professionals, and the FINRA Foundation, a...

Comment & Analysis results for Surveys