Surveys and Studies Archive
Economic Crisis Delays Retirement Plans
The economic crisis experienced globally in the Fall of 2008 will have an impact on the behaviors and attitudes of investors that will forever change the way individuals invest, utilize advisors and rely upon financial services organizations....
New ESG Manual From CFA Institute Centre Helps Investors Evaluate Environmental, Social, And Governance Factors
NEW YORK, June 24, 2008 – The CFA Institute Centre for Financial Market Integrity, the global policy authority on professional and performance standards, financial reporting, and capital markets, today launched Environmental, Social, and Governance Factors at Listed Companies: ...
U.S. Millionaires Grow at Slowest Rate Since 2003
CHICAGO, March 12 /PRNewswire/ -- America's millionaires are feeling the pinch. The number of U.S. households with a net worth of $1 million or more, not including primary residence (NIPR), grew just 2% in 2007 to 9.2 million, up from 9 million the year before, according to a new report, "Affluent Market Insights 2008," released today by Spectrem Group....
WealthCounsel® Estate Tax Survey with $10,000 Cash Award
Madison, Wis., Feb. 27, 2008 – WealthCounsel, LLC announced today that it recently launched a web-based survey soliciting input from the nation’s estate planning attorneys on the action they believe Congress will take prior to the expiration of the current federal estate tax rates. Following enactment of the new legislation, WealthCounsel will award $10,000 to the estate-planning attorney who was the first to correctly predict the estate tax exemption amount and marginal estate tax rate....
AICPA Survey of CPA Financial Planners
-Having enough money to retire and pay for major life needs - healthcare and education - are top concerns of Americans facing financial pressures, according to CPA financial planners surveyed by the American Institute of Certified Public Accountants...
