Clients’ Top Retirement Worry Is Going Broke: AICPA
Americans worry most about running out of money in retirement, according to a survey released in April by the American Institute of CPAs.
HNWs Worry About Unintended Consequences of a Big Inheritance
Many wealthy people worry that too large an inheritance will discourage family members from reaching their full potential, a Merrill study finds.
Retail Investors Still Bullish, for Now
The gap is narrowing between the bulls and the bears, E-Trade Financial’s quarterly tracking study finds.
Fear Fuels Millionaires’ Drive for More Wealth, UBS Survey Finds
UBS survey says millennial millionaires feel more pressure to maintain their status than older generations.
Where the Ultra-Wealthy Invest Money: Tiger 21
The members of Tiger 21 hold exposure to public equity steady as many investors anticipate market correction, the exclusive investing network says.
Online Art Sales Gather Steam Among Buyers
Global online art and collectible sales platforms took a big leap forward last year as the online art market reached $2.6 billion.
Advisors, Staffers Unhappy With Pay: FPA Study
Only about a quarter of advisory firm employees are satisfied with their pay, and about a quarter plan to change jobs soon, the study found.
Advisors Leaning More on Product Providers’ Mobile Sites
New report offers perspective on what advisors want—and often don’t get.
Alternative Assets Under Administration Rose Nearly 17% in 2014
Administrators in a new survey by eVestment reported assets of $6.9 trillion at year-end.
Americans Feeling More Financially Secure: Bankrate Index
Americans feel better about their job security, debt levels, net worth and overall financial situation than they did a year ago, according to Bankrate.com.