Archive For "Financial Services"

What Investors Want Most in Investment Reporting

The following byline was featured on Advisor Perspectives by David Thompson and Benjamin Gross July 27, 2017 What do Investors Want Most in Investment Reporting? Trust is core to the relationship that financial professionals build…

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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…

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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 Performance is Unbiased Offers Financial Firms Roadmap for Investment Reporting;¬†Outlines Information and…

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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….

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GWM October Newsletter: Economic optimism declined in September from August highs; investing outlook was more cautious

In September, the GWM Economic Optimism trend line declined five percentage points among the Mass Affluent (down to 54%), and also declined among HNW investors (down four points to 62%). Full report…

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