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 Oppenheimer Funds, 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?

It’s projected that there will be a $30 trillion wealth transfer in North America alone peaking between 2031 and 2045, when 10% of total wealth will transfer hands every five years, according to an 2015 Accenture study.

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

TORONTO – 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. This environment can also lead investors to make costly mistakes – and managing the emotional reactions of clients could be advisors’ greatest challenge in 2018.

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. A new WHY of Wealth Survey, commissioned by Boston Private Wealth, showed that a majority of …

Boston Private “Why of Wealth” Study Reveals the Psychology Behind Wealth Creation and Accumulation

BOSTON–(BUSINESS WIRE)–Jun 11, 2018–Boston Private, a leading provider of fully integrated wealth management, trust and private banking services, today released the “ Why of Wealth,” a comprehensive survey unveiling the psychological factors playing into how Americans interact with their wealth. This new report aims to unearth the emotional relationship we have with our finances: why we pursue wealth, how wealth makes us feel, what are the ‘costs’ of wealth, among others.

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