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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Andrea Bianchi

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