Wealthiest Americans May Be Their Own Worst Enemies
Serious disconnects, rising to the level of "incongrous," are exhibited by the UHNW, a study by SEI and Scorpio finds. One reason: They underutilize advisors.
Retirement Confidence Dips; Workers Not Counting on Social Security
In a wide-ranging study from Transamerica, 14% of younger respondents see work as their primary income source in retirement.
How Investors’ Decision Making Varies With Age and Wealth
Research firm Martini studied the online behavior of three segments of the affluent market.
DIY Investors Are Missing Out: Northwestern Mutual
Two-thirds of Americans in a survey lack financial advice, often because they think they can't afford it, Northwestern Mutual says.
Most Americans Lack Basic Social Security Knowledge: MassMutual Survey
MassMutual gave 1,513 Americans a 10-question, true-or-false Social Security quiz. Only one got every answer right.
Many Americans Clueless on How to Spend Retirement Savings
More than half of retirement savers in a survey had no plan for how to access and stretch their money once they retired.
Closing the Investor-Manager Gap on Hedge Fund Transparency
Hedge fund managers have worked to meet demands for transparency without betraying their proprietary strategies to competitors, but investors say they're falling short.
Many Investors Expecting Double-Digit Returns Prefer Lower-Risk Investments
Individual savers are feeling increasingly confident and want to invest more, but many have an unrealistic view on how their assets will perform, a Schroders survey found.
Retail Investors Still Bullish, for Now
The gap is narrowing between the bulls and the bears, E-Trade Financial’s quarterly tracking study finds.
What Your Clients’ Personalities Say About Their Portfolios
Contemporary psychologists believe there are five basic dimensions of the human personality. These traits can influence financial behavior and investing patterns, a study found.