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.