Displaying 18 results
People don’t get how robos work, and that’s a problem, J.D. Power finds
Demand for robos might be cooling, but many are still interested in them, despite a lack of understanding.
Advisors expect more crypto problems after FTX meltdown
Most advisors are avoiding recommending cryptocurrencies to their clients, a CoreData Research survey found.
ESG Clarity annual survey on ESG investing
We want to hear about your views on ESG strategies, how your attitude about ESG has changed, and how you expect fund managers to adapt.
ESG investors expect outperformance, still worry about greenwashing
Schroders report shows that American investors in particular now view performance as the best attribute of ESG strategies.
The gig economy as a backup retirement plan
Some workers embrace side hustles to boost their nest eggs.
Clients want better investment management, survey finds
While generally satisfied, wealthy investors expect better returns and more value.
Pew survey finds support for state auto-IRA programs
After having a typical state role in such programs explained to them, 64% said they support state sponsorship.
Regulation, politics dominate adviser concerns, survey finds
Inflation worries grow, but still rank at bottom, Fidelity says.
Unrealistic optimism coloring workers’ retirement views: BlackRock survey
Survey finds questionable return assumptions amid rising confidence.
More than 1/4 of financial advisers plan to exit industry or merge firms: survey
Financial advisers are feeling heightened pressure from regulators and clients, Natixis finds.
Wealthiest clients will use robos — but want human advisers as well: LinkedIn survey
While open to using robos for basic investing, they want traditional wealth managers for complex needs.
Hillary Clinton vs. Donald Trump: Who are you voting against?
In many cases, financial advisers feel more strongly about keeping a candidate out of the White House than voting one in.
Americans fear the next president more than terrorism: survey
A surprising six in 10 Americans say, regardless of who wins, the election is going to hurt the economy.
Northwestern Mutual survey shows majority of Americans not getting financial advice
Even among those who are, almost half say their advisers don't feel like long-term partners.
Survey shows slight decline in elderly financial abuse cases
Seventeen percent reported abuse, down from 20% in 2010: Investor Protection Trust.
Retirement confidence edges up from record lows
Annual EBRI survey credits higher stock, home values.
Advisers now more trusted than doctors or accountants, survey shows
Guiding clients through tempestuous times has apparently strengthened bonds; 'to hell and back'
Financial troubles hit home the hardest
Money worries are harming marriages and impairing health, according to a quarter of 1,400 married individuals polled online recently by the National Foundation for Credit Counseling.
