News, Comment & Analysis results for Surveys
Wealth Managers Flag Data Quality Concerns About Corporate Bonds
An annual report examines the quality – or lack of it – of corporate bond data: a serious...
Half Of UK Adults More Uncertain About Future – St James’s Place
A new study by UK wealth manager St James’s Place shows that half of UK adults are gripped by a...
IFAs Say Portfolio Management Load Costs New Business – Rathbones
A new study by Rathbones shows that IFAs think their profession is best served by focusing on...
Clients Aren't As Loyal As They Used To Be - Avaloq
A new Avaloq wealth insights 2025 report reveals a paradox in wealth management: while trust in...
Charities' Investment Portfolios Shifting Towards Equities, Alternatives - Rathbones
UK wealth manager Rathbones latest survey shows charities are shifting investments to active...
Women-Powered Business Exit Values Nearly Match Male-Led Firms – JP Morgan
This week, JP Morgan Private Bank celebrated the fifth anniversary of its “Top 200 Women-Powered...
Gulf Region's Wealthy Individuals Fall Short On Succession Action – Lombard Odier
HNW individuals in the Gulf region "talk the talk" about preparing for succession but too few "walk...
Norway Gains Top Spot In Natixis IM Global Retirement Index: Singapore Rises
Paris-headquartered Natixis Investment Managers discusses results from its latest 2025 Global...
UK Investors Wary Of AI-Driven Advice; See Simple Tasks Potential – Survey
Research from Unbiased, a UK AI-enabled financial advice platform, shows that investors still...
UK Financial Institutions Plan More AI investment – Lloyds Bank
UK-based Lloyds Bank has released artificial intelligence-focused findings from its annual...