Archive For "Financial Services"

New Study Shows Investors Question Performance Data From Advisors and 401(k) Plan Providers

DOL Fiduciary Rule Implications: Groundbreaking Report on the State of Investor Transparency Identifies Gaps in Investment Reporting One in Three Investors Not Confident Reporting of Performance is Unbiased Offers FinancialFirms Roadmap for Investment Reporting; Outlines…

Read More...
Posted in: Press Releases, Financial Services
Tagged as: , , , , , ,
No Comments | Comment on this post

Wealth and Affluent Monitor Insights: Economic outlook declines sharply in May, especially among Mass Affluent

Our June Wealth and Affluent Monitor shows the gloomy outlook on the U.S. economy appeared to have more impact on HNW investors than their Mass Affluent counterparts. The W&AM Investment Optimism trend line continued declined by…

Read More...
Posted in: Financial Services
Tagged as: , , , ,
No Comments | Comment on this post

Wealth & Affluent Monitor Insights: HNW investors were more upbeat on the economic and investment climate

While general consumer confidence in economic conditions fell slightly in April, including among Mass Affluent, the Wealth & Affluent Monitor Economic Optimism trend line continued to improve among HNW investors. Continue Reading….

Read More...
Posted in: Financial Services
Tagged as: , , ,
No Comments | Comment on this post

W&AM Insights: Mass Affluent economic confidence soars in early April 2017

Paralleling a dramatic increase in the Consumer Confidence Index in March, the W&AM Economic Optimism trend line advanced nine percentage points in early April to a record high of 78% among Mass Affluent investors.  HNW…

Read More...
Posted in: Financial Services
Tagged as: , ,
No Comments | Comment on this post

W&AM Insights: Investors becoming more cautious following the end-year surge in optimism

2017 Economic & Investment Sentiment Summary Investors becoming more cautious following the end-year surge in optimism. Following the year-end surge of economic and investing optimism, affluent and HNW investors appear to be much more cautious…

Read More...
Posted in: Press Releases, Financial Services
Tagged as: ,
No Comments | Comment on this post