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Fca Study: 40 Of People Trust Financial Advisers - Latest News

Are benchmarks any use to advisers?

Earlier this month, the FCA published guidelines around benchmarking ... an unfitting benchmark to make their fund’s performance look better. Last year, a study from the University of Arkansas looked ... read more

My Financial Advice? Be Skeptical Of Financial Advisors

Not only are the performances great, but you’ll also learn a lot (especially how bad things can go when you trust the ... seems like most people do. The number of Americans who use a financial advisor ... read more

Americans are clueless when it comes to personal finance

A recent study of 1,000 Americans over the age of 30 found less than half of participants could confidently explain what a 401(k) is. The research examining people’s grasp of financial terminology ... ... read more

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Study examines social connections and impacts of financial fraud

Umit Gurun, co-author of the study, is a professor of accounting in the Naveen Jindal School of Management at The University of Texas at Dallas. Credit: UT Dallas The infamous Bernie Madoff financial ... read more

Nearly Half of Americans 55+ Don’t Have a Will, Despite Believing They Should Have Their Affairs in Order by 50, Merrill Lynch Study Finds

NEW YORK--(BUSINESS WIRE)--Feb 7, 2019--A new study by Merrill Lynch conducted in partnership with Age Wave finds nearly half of Americans ages 55 and older do not have a will, despite the widely held ... read more

Is financial advice worth it? Four times in your life when it pays to get professional help

This is where financial advice can help. Trouble is, many people can be unsure about the quality of advice on offer or whether advisers have their best interests ... you can check the FCA Register to ... read more

Women in private banking: Why we need a new normal

While other industries began thinking about inclusive design back in the 1980s, following work of pioneers like Patricia Moore, the financial ... at US Trust it is 30%, at JP Morgan it’s between 30% a... read more

Why Even the Rich Don't Trust Themselves with Their Money

Even wealthy investors say a volatile stock market puts them on edge, perhaps because so much of their money is bound up in stocks. A new study finds that almost 40% of affluent investors don’t trust ... read more

RIA Website Study: Inbound Marketing Produces Better Quality Website Visitors

One of the most important tools in marketing for financial advisors is a ... visitor behavior from people who found the site through an organic search. The firms included in the survey have assets und... read more

Cisco Wealth Management Study Reveals $31 Billion Revenue Opportunity with Younger, Tech-Savvy Investors

The study suggests ... at 39 percent and 40 percent, respectively. Lack of Trust. Only 29 percent of the under-55 group in the United States and 26 percent in the United Kingdom trust the investment a... read more

Is There Really Such a Thing as “Ethical Consumerism”?

But The Myth of the Ethical Consumer, a detailed study of consumer ... Urska Trunk, an advisor to the Changing Markets Foundation. As she explains, the poll CMF and Clean Clothes Campaign commissioned ... read more

The Five Questions You Need to Ask Your Financial Advisor Right Now

What sets people apart sometimes, though, is as simple as the questions they ask. True 1-percenters have this down pat-even if they don't have a gazillion dollars. Here are five things you need to ask ... read more

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