Archive For "Investor"

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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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…

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GWM Insights: Affluent Investor Sentiment Plunges In September

Mass Affluent and High Net Worth (HNW) investors reacted to the  increase in stock market volatility in late August / early September by sharply reducing their level of optimism about the U.S. economy.  The GWM-U.S….

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