Oppenheimer Funds Announces New Multi-Generational High-Net-Worth Research Report: “The Generations Project”

Oppenheimer Funds, a leading global asset manager, today announced the release of a new study titled “The Generations Project,” which examines the ways in which multi-generational high-net-worth (HNW) individuals think about investing and their relationships with wealth advisors. Art Steinmetz, CEO of OppenheimerFunds, said, “For nearly six decades, we have been listening to and learning from our clients. Our research continues to uncover new insights that we are using and sharing with advisors to help strengthen their practices and better meet their clients’ goals.”

Do Investors and Advisors Have a Failure to Communicate?

A study commissioned by OppenheimerFunds looked at how generations view investments and advisors, and the findings were surprising.

How the rich really feel about their wealth

The pursuit of wealth may be materialistic, but for high-net-worth Americans, it’s also emotional.

Market Volatility and Rising Interest Rates Concern Financial Advisors, But Clients’ Emotions May Be the Greatest Challenge, Natixis Investment Managers Survey Finds

Following lackluster returns in the Canadian stock market in 2017, financial advisors are concerned that higher levels of market volatility, interest rate hikes, and possible asset bubbles threaten investment returns for 2018.

High-Net-Worth Americans Pursue Wealth for ‘Emotional Wellbeing’

While wealth is conventionally defined in financial terms, most high-net-worth Americans today associate money with “emotional wellbeing,” according to a report released Monday by Boston Private Wealth.

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