Survey

12 Feb 2026

Germany: debt, inflation and trade policy to shape markets in 2026

Almost 60% of German investors believe the relationship between Europe and the USA will significantly determine the development of the stock markets in 2026.

11 Feb 2026

US advisers increasingly adopting model portfolios: Escalent

The report finds that 42% of advisers using model portfolios increased their usage over the past two years, up significantly from 29% in 2023.

03 Feb 2026

RIA's AI adoption more than doubles but still in early stages: Schwab study

The study found that most firms remained in the early stages of artificial intelligence (AI) adoption, with use cases concentrated on administrative tasks like note-taking and email drafting.

30 Jan 2026

Banks push up tech adoption to boost adviser efficiency and retention: Cerulli

The research noted that technology in the bank channel has moved to the forefront in the last 12 to 18 months with tools like e-signature and financial planning tools among the most sought after for implementation.

23 Dec 2025

Young investors looking for alternatives to build wealth : Coinbase survey

A joint survey by Coinbase and Ipsos unveils a strong adoption of crypto assets among younger investors in the US.

22 Dec 2025

German investors profit from stock market rally

Almost 80% of investors in Germany experienced moderate to strong positive growth for their portfolios in 2025.

22 Dec 2025

French investors increasingly relying on AI for investment needs: AMF

The survey which involves a sample of 2,120 participants found 11% of French investors have turned to artificial intelligence (AI) for investment decisions.

19 Dec 2025

Bloomberg: European finance leaders warn of obsolescence without AI

The survey highlights that expectations for Agentic AI are significant, with 46% anticipating incremental automation within the next three years.

19 Dec 2025

CAIS, Mercer survey shows rising adoption of alternatives

The study was conducted between 17 September and 17 October, involving nearly 800 financial advisers, broker-dealers and family offices.

18 Dec 2025

Looking back: resilience, growth and industry confidence

As 2025 wraps up, SRP’s research paints a picture of an industry that not only weathered global economic and market turbulence, but in many regions continued to grow.

02 Oct 2025

SRP and LPA survey - 85% of respondents optimistic about 2026

Global study of 197 respondents across 26 countries shows strong confidence, with AI tipped as the next game changer

18 Jun 2025

Germany: half of investors don’t understand structured investment products

The regulator has flagged inconsistent cost disclosures, potentially making it harder for clients to compare investment products.