The IMS WEALTH MANAGEMENT MONITOR is an audience survey from Investing Media Solutions (IMS) Publisher Group, which includes data from nearly 5,700 completed responses. The influential, affluent readers who have participated either professionally or personally influence billions of AUM making their sentiment and concerns particularly valuable for the nation’s financial services executives and marketers.
Select Audience Insights:
64% of asset managers and 64% of retail investors each make reading “independent, niche websites” their highest priority in the digital media
79% of asset managers are reading every day
66% of retail investors are reading every day
Retail Investors selected “Growth” (54%) and “Wealth Preservation/Risk Management” (51%) as their top two investing objectives
24% of retail investors report having investable assets (non-RE) greater than $1 million
U.S. equities are “most important” to retail investors portfolios (73%) with mutual funds coming in second at only 35%“
Trump administration Cabinet and policies” is the biggest economic concern of retail investors (44%) followed closely by “Terrorism” in second place (43%)
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