07/25/2024 | Press release | Archived content
State Street Global Advisors, in partnership with A2Bplanning and Prodege, conducted an online survey among individual investors, financial advisors and institutional investors. In the US, data was collected from April 1-25, 2024 from a nationally representative sample of 1,000 adults 18+. It was then filtered for analysis among 319 Individual Investors with investable assets of $250,000 or more, 201 financial advisors with AUM of $25 million or more with 90% with AUM of $50 million or more, and 100 institutional investors who are involved in the decision making for AUM of $1 billion or more.
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